Account Executive
At a glance
Mid-level Account Executive role at Bb Insurance (Careers Europe). Berkshire · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Win new business and renewals while building income through portfolio growth and additional sales
- Follow marketing leads, create your own prospects, maintain the pipeline, and build introducer relationships
- Look after existing clients, uncover wider insurance needs, and deliver strong service through ongoing contact
- Visit clients, gather and update fact-finding details, then recommend cover that fits their needs
- Prepare broking notes, support negotiations with underwriters, and complete closing instructions for processing
What you bring
- At least three years working in commercial insurance broking
- Experience handling enquiries, renewals, and midterm changes across different insurance policies
- A solid grasp of commercial insurance products and available options
- A full driving licence and willingness to work toward Cert CII
Who this fits
You’ll suit a client-facing commercial insurance role focused on new business, renewals, relationship management, and portfolio expansion. The position is based at the Newbury office and includes client visits, so a full driving licence is required. Acturis knowledge helps, while professional qualification progress is expected.
From the employer
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Title: Commercial Account Executive
Location: Newbury
Salary: Negotiable + Bonus + Car Allowance
Overview:
We are currently looking for an experienced Commercial Insurance Account Executive to join our professional and welcoming team at our Newbury office .
This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business.
We are looking to the future and pride ourselves on having a market leading client service model and products. The office team consists of some of the best insurance minds and personalities in the area.
Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards.
The day to day:
- Achieve new business & renewal targets
- Engage with marketing strategy and promptly act on leads.
- Develop introducer relationships
- Generate own leads and effectively manage new business pipeline
- Generate cross selling leads for other departments according to target.
- Manage ongoing relationships with existing clients ensuring high levels of customer service are provided.
- Look to expand account by identifying additional sales opportunities with existing clients
- Attend client visit and complete relevant fact-finding documents in respect of new business.
- Renewal business, review last year’s documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements.
- Review demands and needs of clients and advise on the most appropriate insurances to meet these.
- Prepare broking notes for new business cases and work with AH to update renewal notes
- Agree broking strategy with broking support and assist in the process where needed.
- Review the broking exercise and complete final negotiations with underwriters when needed.
- Produce closing instruction in line with company procedures and pass to AH for processing.
What’s on offer:
- A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
- Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
- Full support for your professional development (including fully funded qualifications)
Your Experience:
- Requirement of at least 3+ years commercial insurance experience in broking
- Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
- Good understanding of commercial insurance products and options
- Acturis insurance broking software knowledge is an advantage
- Commitment to progress towards Cert CII
- Possession of a full driving licence
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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