Commercial Account Executive (Renewals)
Core
Managing a portfolio of clients to retain existing insurance policies, upsell additional cover, and handle mid-term adjustments.
Role type
Commercial Account Executive (Renewals)
Builds
Retained insurance policies and new business within the client portfolio
Domain
Insurance brokerage / Commercial insurance
Deliverable
client delivery
Required skills
Commercial insurance product knowledge, negotiation, client relationship management, regulatory compliance (CPC, AML/CTF), policy documentation, finance arrangement
Preferred skills
CIP qualification, APA qualification, experience in renewals, experience selling additional products to existing clients
Technologies
Radius Insurance markets, third-party finance partners
Responsibilities
Manage client accounts end to end including arranging finance and dealing with post; Negotiate with insurers to secure competitive terms; Develop and manage a healthy pipeline of opportunities; Prepare market submissions and issue accurate policy documentation; Provide professional advice on policy coverage and exclusions