Account Executive
Core
Secure renewal or new business for complex commercial insurance policies by managing client relationships and advising on appropriate coverage.
Role type
Commercial Account Executive (Insurance Broking)
Builds
Client insurance portfolios and new business pipelines
Domain
Insurance / Commercial Risk Management
Deliverable
client delivery
Required skills
commercial insurance product knowledge, new business generation, renewal management, client relationship management, fact-finding, broking strategy development, underwriter negotiation, closing instruction preparation
Preferred skills
experience across various business sectors, marketing strategy engagement, introducer relationship development
Technologies
none stated
Responsibilities
Achieve new business and renewal targets, engage with marketing strategy and act on leads, develop introducer relationships, generate own leads and manage new business pipeline, generate cross-selling leads, manage ongoing client relationships, expand accounts by identifying additional sales opportunities, attend client visits and complete fact-finding documents, review client demands and advise on appropriate insurances, prepare broking notes, agree broking strategy with support, complete final negotiations with underwriters, produce closing instructions
Seniority
Mid-level, experienced IC