Commercial Account Executive
Core
Manage and develop a portfolio of commercial insurance clients while achieving new business targets.
Role type
Commercial Account Executive (Insurance Broker)
Builds
Commercial insurance policies and client relationships
Domain
Insurance / Commercial Risk
Deliverable
client delivery
Required skills
commercial insurance product knowledge, client relationship management, new business development, negotiation, networking, FCA compliance, risk assessment
Preferred skills
CII certification, handling complex commercial risks, established local business network
Technologies
CRM systems, insurance market platforms
Responsibilities
Achieve monthly new business targets, prospect and secure new commercial insurance opportunities, manage and renew existing client portfolios, conduct client reviews and risk discussions, provide advice on commercial insurance products, ensure FCA compliance