At a Glance
- Tasks: Support existing clients and grow new business in a dynamic team environment.
- Company: Join a meritocratic company that values self-starters and client satisfaction.
- Benefits: Negotiable salary, car allowance, bonuses, and comprehensive benefits package.
- Other info: Excellent career prospects in a supportive and growing team.
- Why this job: Inherit a portfolio and make a real impact while developing your career.
- Qualifications: Experience in commercial insurance and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Location: Wigan (On site)
Salary: Negotiable + Car Allowance + Bonus + benefits
We are delighted to be adding a Commercial / Corporate Account Executive to the Team at Brown & Brown Wigan to support a varied portfolio of existing clients with their requirements. This is a unique opportunity to inherit a portfolio of clients and grow from there with the workload split approximately 75% existing clients and 25% around organic/portfolio growth. This is an ideal role for a tenured account executive to have something to build from rather than a blank piece of paper.
As a Forever Company, we pride ourselves on looking after both our Team and our Clients, so you will be backed up by a highly focused and engaged account handling team to ensure the clients get the best support possible.
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).
- Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms.
What's on offer:
- A negotiable starting salary coupled with a car allowance, bonus and all the standard benefits package (Holiday, Pension etc.).
- A culture built around developing our team and looking after our clients with full support for professional qualifications and personal development.
- A strong team environment within a business that is growing year on year and some excellent career prospects.
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.
Account Executive employer: Bridge Specialty Group
As a Broking Manager at our East Grinstead and Brighton offices, you will thrive in a meritocratic culture that champions self-starters and prioritises customer satisfaction. We offer a dynamic work environment with ample opportunities for professional growth, competitive remuneration, and the chance to build strategic relationships with key insurers, all while being part of a diverse and inclusive team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bridge Specialty Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bridge Specialty Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bridge Specialty Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bridge Specialty Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bridge Specialty Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bridge Specialty Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bridge Specialty Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
