Commercial Account Executive
At a glance
Mid-level Account Executive role at Bb Insurance (Careers Europe). Penzance · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Handle incoming commercial insurance requests from both prospective and current customers
- Process renewals, policy changes, new quotes, and related client accounting work
- Assess customer requirements, then recommend suitable insurance cover
- Prepare broking submissions, negotiate with insurers, and place risks in the market
- Create client documents while coordinating with insurers, colleagues, and other third parties
What you bring
- At least four years working in general insurance, either in broking or underwriting
- You can manage new enquiries, renewals, and mid-term policy adjustments
- Strong customer service, negotiation, planning, administration, and organisation skills
- You communicate clearly in writing and conversation, including when representing the company professionally
- Acturis experience is useful
Who this fits
You’ll suit a commercially focused insurance professional who can manage an existing book while helping convert new enquiries. The role is based in Penzance and requires calm, organised work under pressure, strong stakeholder relationships, and adherence to FCA requirements. You’ll also provide technical support to colleagues and take responsibility for ongoing professional development.
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/Handler
Location: Penzance
Salary: Negotiable + Benefits + Bonus
Overview:
We are currently looking for a Commercial Account Executive/Handler to join the exciting and progressive team in Penzance.
The Commercial Account Executive is an important sales and advisory position and your role will primarily involve selling/offering and renewing contracts of insurance, either stand alone or as part of a portfolio, to clients within a specific company division. As the Executive you will manage an existing book of business but will also be expected to assist with new enquiries to expand the Company’s client base and assist with achievement of the company’s new business targets.
This is a superb opportunity for someone looking for a long term career and progression based on meritocracy. You will need to deliver effective, quality advice and efficient customer service combined with a commitment to own professional development.
The day to day:
- Deal with nominated new & existing business insurance enquiries in a proactive manner
- Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
- Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
- Produce high quality Broking submission reports and broke risks to the Insurance market demonstrating effective negotiation skills.
- Ensure high quality client documentation is produced and provide to clients.
- Liaise with insurers and other third parties regarding client’s insurance needs building effective business relationships.
- Provide technical support to colleagues on request.
- Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
- Adhere to FCA regulations and requirements.
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 4 years general insurance experience either broking or underwriting
- Ability to handle new business enquiries, renewals and mid term adjustments of insurance policies
- Good customer service and negotiation skills
- Effective planning, administration and organisational skills
- Ability to work calmly under pressure
- Excellent oral and written communication skills with the ability to professionally represent the Company
- Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
- Acturis insurance broking software knowledge is an advantage
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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