Desk Top Account Exec’ / New Business Insurance Broker

Posted 6 April by Aston Charles Ltd Easy Apply

Setting up a dedicated SME Desk Top Exec’ Team has proved to be somewhat a stroke of genius by this broking house’s Principal. Since its inception several years ago, this thriving team has gone on from strength to strength.

Subsequently, it has established one of the region’s largest portfolios of SME Business, and has forged meaningful, mutually beneficial relationships with a panel of introducers that continue to pass significant volumes of leads. Its SME clients are from a wide range of industry sectors, requiring a variety of commercial covers, and typically pay premiums of up to £5K.

As a Desk Top Commercial Account Executive / New Business Broker, you will work with the introducers (such as governing bodies or trade associations), educating them as to how you can help their members secure more comprehensive cover at a competitive premium. With these leads passed on, and with further prospects sourced through an established database, you will then contact the clients to discuss their forthcoming renewals. After conducting a thorough fact find, you will run the information through the broking platforms and then present your prospect with an appropriate selection of insurance covers to suit each firms’ bespoke needs.

This role will particularly appeal to those candidates who have innovative ideas regarding how to source further new business opportunities, such as new affinity partners or utilising social media.

In order to build rapport with prospects promptly and maintain relations with introducers, you must have excellent communications skills and pride yourself on your professional approach. You will be a consummate deal maker who enjoys new business and knows how to use telesales skills to gleam relevant details like renewal dates and permission to quote.

It is essential that you are from a commercial insurance background and understand the exposures faced by clients from a variety of sectors, as well as being au fait with all common commercial covers. Progress made towards professional qualifications would certainly be advantageous, but is by no means essential. Likewise, our client would like to speak to candidates who know the Acturis platform, but this can easily be taught if not.

In return, you will receive a competitive basic salary (completely negotiable but anticipated to be up to circa £25K) plus a generous performance related bonus and a range of company benefits. This broker is based within an easy walk of Halifax town centre and has free on-site parking, making it a viable commute for candidates from across West Yorkshire.

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General Insurance & Financial Services Recruitment

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Reference: 34846105

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