Commercial Account Executive – Warm Leads From High Street Bank

Our client is a global insurance broking organisation that has a longstanding and mutually beneficial, nationwide relationship with a well-known high street bank.

Here, Counter Staff, Relationship Managers and Commercial Bankers are incentivised to provide the brokerage with warm leads for commercial insurance.

This relationship has proven very successful over recent years, and the bank staff are well-versed in how best to promote the advantages of this broker’s service proposition – it’s seen as an ‘easy sell’ and your partners don’t need much encouragement to fill Account Executives’ diaries with leads!

Indeed, this role has come about due to the internal promotion of one of the Account Executive team who, as a result of their success in the role, has gone on to an exciting new role within the Group.

Here, you will benefit from a warm handover with the departing Account Executive, which will include being introduced to staff at the banks.

You will assume control of relationships with a number of high-performing banks across the Yorkshire region, and continue to educate and motivate the bank’s staff.

This is a home-working opportunity, but you will benefit from the support of the field-based colleagues, as well as those based in regional offices.

You will meet the bank’s commercial customers (having already been advised of their requirements and renewal date, and often an insight into their curren...