Account Executive - 1077329

Saint Neots, ENG

Job Title: Account Executive

Main purpose of the role

·        Proactively seek and acquire new clients to expand the commercial book of business.

·        Nurture a pipeline of quality prospects using a marketing led approach.

·        Identify opportunities to cross-sell products from a portfolio of specialist cover.

·        Provide expert knowledge, advice and service to your clients, becoming an extension of their management team.

Key Responsibilities and Deliverables

Income Achievement

·        Generate and nurture leads through to completion, ensuring that agreed income targets are met.

·        Service and renew a client account to agreed expectations and targets.


Prospect Management

·        Proactively manage an existing pipeline of leads, working closely with the marketing and telemarketing team.


Client Relationships

·        Ensure client relationships are nurtured throughout the client lifecycle, with an emphasis on understanding the needs of the client and the risks they face.

·        Proactively manage pipelines, identifying new business opportunities.

·        Conduct comprehensive insurance programme reviews with new and existing clients, either by telephone or face-to-face, ensuring all demands and needs are recorded and met.

·        Conduct gap analysis on existing insurance programmes and identify opportunities to cross-sell specialist covers.

·        Represent clients to the market in a professional and diligent manner by producing quality risk presentations.

·        Maintain systems and records to the highest possible standards, in accordance with compliance guidelines.

·        Prepare and issue all client documentation to clients in accordance with compliance guidelines.


Partner Relationships

·        Maintain strong working relationships with our partner insurers.

·        Work with underwriters and insurers to negotiate the best possible terms for clients at new business, renewal, and in the event of a claim.

·        Develop and manage relationships with key stakeholders both internally (managers, other departments) and externally (professional services, insurers, suppliers).


Personal Excellence

·        Continual Professional Development to maintain market leading knowledge in your chosen sector.

·        Operate within the published policies and procedures of the company.


The Team

·        Participate in a weekly Sales Team Meeting with the Sales Manager to discuss team performance, pipeline activity, weekly progress reports and KPIs.

·        Monthly 1:2:1 with the Sales Manager to discuss individual performance, KPIs, personal and professional development and targets. 


·        Energetic, highly motivated with a determination to succeed.

·        Ability to work well under pressure.

·        Excellent communication skills, both written and verbal.

·        An active listener who attends to the client’s needs.

·        Entrepreneurial attitude that is excited about the growth of an independent insurance broker.

·        Excellent interpersonal skills, effectively managing relationships across teams, departments and with third party contacts.

·        Ability to prioritise tasks and manage a busy workload, ensuring requests for support are met in a timely manner.

·        Strong problem solving skills, with the ability to think “outside of the box”.

·        Detail orientated with the ability to critically analyse documents.

Knowledge & Experience


·        A minimum of two years’ experience in a commercial insurance role.

·        Proven track record of working within a sales environment, generating new business, and working towards income targets.

·        Delivering results to tight deadlines.

·        A minimum insurance qualification of Cert CII (or working towards).

·        Comprehensive knowledge of the UK General Insurance industry having previously worked within a growth orientated commercial insurance business.

·        Experience of managing and growing a portfolio of business.



·        Previous experience using Acturis for sales administration and renewals.

·        Relationship building skills within the insurance market and wider business community.

·        An awareness of key market trends, people of influence and emerging risks.