At a Glance
- Tasks: Sell and renew insurance contracts while managing client relationships.
- Company: Dynamic company in Penzance with a meritocratic culture.
- Benefits: Negotiable salary, 25 days holiday, pension, and professional development support.
- Other info: Flexible benefits and share save scheme available.
- Why this job: Join a progressive team and build a long-term career in insurance.
- Qualifications: 4 years of insurance experience and strong customer service skills.
The predicted salary is between 35000 - 40000 £ 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.
Title: Commercial Account Executive/Handler Location: Penzance Salary: Negotiable + Benefits + Bonus
Overview
We are currently looking for a Commercial Account Executive/Handler to join the exciting and progressive team in Penzance.
The Commercial Account Executive is an important sales and advisory position and your role will primarily involve selling/offering and renewing contracts of insurance, either stand alone or as part of a portfolio, to clients within a specific company division.
As the Executive you will manage an existing book of business but will also be expected to assist with new enquiries to expand the Company’s client base and assist with achievement of the company’s new business targets.
This is a superb opportunity for someone looking for a long term career and progression based on meritocracy.
You will need to deliver effective, quality advice and efficient customer service combined with a commitment to own professional development.
The day to day
- Deal with nominated new & existing business insurance enquiries in a proactive manner
- Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
- Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
- Produce high quality Broking submission reports and broke risks to the Insurance market demonstrating effective negotiation skills.
- Ensure high quality client documentation is produced and provide to clients.
- Liaise with insurers and other third parties regarding client’s insurance needs building effective business relationships.
- Provide technical support to colleagues on request.
- Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
- Adhere to FCA regulations and requirements.
What’s on offer
- A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
- Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
- Full support for your professional development (including fully funded qualifications)
Your Experience
- Requirement of at least 4 years general insurance experience either broking or underwriting
- Ability to handle new business enquiries, renewals and mid term adjustments of insurance policies
- Good customer service and negotiation skills
- Effective planning, administration and organisational skills
- Ability to work calmly under pressure
- Excellent oral and written communication skills with the ability to professionally represent the Company
- Ability to build successful, mutually beneficial business relationships with all stakeholders, i. e. prospects / clients / insurers / colleagues.
- Acturis insurance broking software knowledge is an advantage
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Commercial Account Executive in Penzance employer: Bridge Specialty Group
As a Delegated Authority Technician in our London office, you will thrive in a meritocratic environment that champions self-starters and prioritises customer satisfaction. Our supportive work culture fosters collaboration and offers ample opportunities for professional growth, ensuring you can develop your skills while contributing to the effective management of underwriting agreements. With competitive benefits and a commitment to diversity, we provide a rewarding workplace where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Executive in Penzance
✨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.
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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 Commercial Account Executive in Penzance
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.
