Corporate Account Executive
At a glance
Mid-level Account Executive role at Bb Insurance (Careers Europe). Bath · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage existing corporate insurance cases while pursuing opportunities for new business
- Hit agreed renewal-retention or new-business goals and support wider budget and KPI outcomes
- Visit clients, present to insurers, and secure strong quotations for renewals and new business
- Collect and correctly allocate client payments, escalating actual or possible bad-debt issues
- Keep your diary, tasks, required training, and professional-development records current
What you bring
- Strong experience broking large commercial insurance risks across different industries and business lines
- Working knowledge of commerce, industry, insurance markets, and economic developments
- A record of building business relationships and maintaining client goodwill
- Clear written, verbal, and interpersonal communication, including the ability to present reports
- Organised, proactive, detail-focused, deadline-conscious, and collaborative working habits
Who this fits
This role suits a mid-level corporate insurance broker who can manage clients independently from the start and work with a handling team and regional claims support. You’ll work from the Bath office and need strong large-commercial or corporate insurance knowledge, including experience with clients whose income exceeds the stated threshold. The job is target-led and includes client visits, insurer presentations, debt follow-up, and ongoing training.
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.
Position: Corporate Account Executive
Location: Bath
Salary: £Negotiable + Bonus + Benefits
We are currently looking to add a Corporate Account Executive to our beautiful office in Bath so support on a number of existing cases and to seek out new opportunities.
The team in Bath have a wonderful office environment and work hand in hand with each other to look after their clients, you'll be supported by a wonderful handling team and have support from the regional claims team where required.
This is a long term and progressive opportunity with a stable and key broking location. You'll need strong large commercial / corporate insurance knowledge to be able to pick up the clients from day one with exposure to managing clients with income in excess of £20,000
The day to day:
- Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPI’s
- Complete all roles and tasks as required, ensuring you adhere to procedures and policies at all times
- Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
- Client visits, presentations to insurers, obtaining and submitting best in market quotations for new business or renewals.
- Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
- Manage and prioritise your diaries/tasks, these are to be kept up to date
- Complete any training that is deemed necessary for your role and complete the actions set in line with your plan.
- Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)
What’s on offer:
A negotiable basic salary + bonus and all the normal benefits (25 days holiday, pension and wider flex benefits)
A career focused environment that's based on Meritocracy.
A wonderful team focused environment that's focused on looking after clients and each other equally
Full support for professional qualifications and wider learning and development opportunities
Your experience:
- Strong knowledge of broking large commercial insurance risks across various business lines and industry types
- Experience of commerce and industry and familiarity with markets and economic trends
- Ability to develop and maintain business contacts and goodwill
- Excellent interpersonal, written and verbal communication skills
- Ability to prepare and present reports
- Pro-active and self-motivated
- Strong planning and organisation skills to meet deadlines
- Attention to detail
- Co-operative and supportive team player
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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