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Commercial Account Executive
Location: Wokingham
Department: BJP Insurance Brokers
Salary: Competitive Salary & Benefits
Hours: 35
Contract Type: Permanent
Established in 1997, BJP has a history of helping businesses throughout the country get insurance that is right for their needs. BJP are proudly part of the wider JMG Group – a top 30 UK broker with a strong presence across the UK who are experiencing rapid growth and continued success in the market.
JMG Group place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing - values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners
We have a brand-new opportunity for an experienced Account Executive to join our established Commercial Team, based in Wokingham, Berkshire.
The successful Account Executive will be responsible for managing a book of business for existing clients and will develop a strong pipeline of new business in relation to various lines of commercial insurance, whilst ensuring full FCA compliance.
The role involves generating revenue for the business and ensuring a first-class service is provided to all clients in accordance with their needs and requirements. You will offer a cradle-to-grave service to our clients, supporting them every step of the way – from obtaining quotes, right through to renewals, claims, and mid-term adjustments. This comprehensive service ensures that our clients receive continuous care and tailored solutions throughout the lifecycle of their policies.
Key areas of responsibility include:
Prospecting new leads
Attending client visits and making initial contact
Completing identification of needs with prospective clients
Negotiation and presentation to insurers in order to secure most appropriate cover for the client
Presentation of recommendations and cover to the client
Closing the sale and ensuring cover is on risk
Securing cross selling business and referrals
Monitoring own sales performance in line with targets and effectively manage the client portfolio
Ensuring all business activity fully complies with FCA regulation and company procedures
Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
Achieve and maintain a high level of customer service and always promote exceptional customer care standards
Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers
Handling claims and ensuring timely, effective support for clients throughout the claims process, from reporting to resolution
What we’re looking for
To be successful in the role, you must have the following skills
Previous experience in an Account Handler/Executive role within a broker environment
New Business skills and a strong client reputation
Working knowledge of most commercial insurance products
Experience of working to high standards of FCA compliance
A minimum of basic I.T. skills
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Willingness to work towards Cert CII or already hold qualifications.
What we offer
Competitive salary commensurate with level of experience
Hybrid working pattern where appropriate, as agreed by line manager following a successful settling in period.
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Death in Service
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