At a Glance
- Tasks: Build and nurture client relationships while delivering tailored insurance solutions.
- Company: Join a forward-thinking team in a dynamic insurance company.
- Benefits: Enjoy competitive salary, flexible working, and great perks like discounts and development opportunities.
- Other info: Be part of an inclusive workplace that values diversity and personal growth.
- Why this job: Make a real impact by helping clients with bespoke insurance advice and solutions.
- Qualifications: Experience in client-facing roles and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
As a Commercial Account Executive, you will play a pivotal role in building and nurturing enduring client relationships, delivering bespoke insurance advice, and developing tailored solutions to meet the unique needs of each client. Serving as the primary point of contact, you will ensure a seamless and positive client experience by providing expert guidance and outstanding service. Your proactive approach will drive business performance and revenue growth, with a strong emphasis on achieving excellent customer outcomes, client satisfaction, and sustainable business results.
Key Responsibilities
- Develop and maintain robust client relationships, acting as a trusted advisor and leveraging the full breadth of PIB’s resources.
- Assess client requirements and deliver bespoke solutions across insurance, risk management, and employee benefits.
- Provide exceptional service by reviewing, arranging, and securing optimal coverage at competitive rates.
- Drive income growth and client retention by enhancing transaction activity, including ISBs and bursaries where appropriate, while consistently meeting clients’ insurance needs.
- Monitor and manage your own performance, providing accurate forecasts and tracking progress against business objectives.
- Build and manage a profitable portfolio of general insurance business through effective use of insurer panels to achieve branch goals.
- Collaborate with internal teams to ensure the best outcomes for clients and support group-wide initiatives, including Advisory.
- Cultivate strong relationships with clients and insurers to maximise business opportunities and achieve key performance indicators.
- Place insurance business within authority limits, referring complex cases to the Regional Broking/Branch Director as required.
- Continuously review and update client insurance programmes, keeping clients informed of market developments.
- Manage general broking tasks, including handling client queries, new business, renewals, adjustments, and ensuring clear communication of terms and pricing.
- Conduct insurer surveys, implement risk improvements, and manage diaries to meet deadlines.
- Ensure timely and compliant processing across core systems, utilising PIB’s platforms for accurate management and reporting.
- Document meetings and communicate relevant actions to the client service team.
- Adhere to company policies and procedures, proactively identifying and addressing potential issues.
- Report and assist in resolving breaches, complaints, and errors, while seeking continuous improvement based on QA and compliance feedback.
- Liaise with Finance and Credit Control to resolve queries promptly.
- Participate in meetings, events, and training sessions to fulfil CPD requirements.
About You
- Positive, customer-focused, and commercially aware, with a collaborative approach to teamwork and self-development.
- Creative, determined, and proactive in seeking solutions and driving results.
- Experienced in using Acturis and insurance platforms.
- Strong knowledge and understanding of the main classes of general commercial insurance.
- Proven experience in a client-facing role, with excellent communication skills across clients and insurers.
- Well-versed in current general insurance market conditions.
- Highly organised, with the ability to effectively plan and prioritise your workload to meet both client and business needs.
Join us and become an integral part of a forward-thinking team, where your expertise and ambition will be valued and supported as you help shape the future of our business.
Why Join Us?
- Competitive salary and benefits package
- Flexible working and holiday options
- Pension, enhanced parental leave, and life insurance
- Discounts on technology, travel, and leisure
- Learning and development opportunities
- Volunteering and charity support days
Inclusion & Accessibility
We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law. If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to us.
Commercial Account Executive in Truro employer: Hireful
At hireful, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and dedication. Our part-time roles, such as the Cleaning Assistant in Malvern, provide flexible hours that allow for a healthy work-life balance, while also presenting opportunities for personal growth and development within our community-focused environment. Join us to contribute to maintaining high cleanliness standards at The Downs, where your efforts are truly appreciated and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Executive in Truro
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Hireful). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Hireful. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Account Executive in Truro
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Hireful.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Hireful. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Hireful
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Hireful to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Hireful, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Hireful's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
