Current jobs related to Commercial Account Executive - Merseyside - Scope Personnel


  • Merseyside, United Kingdom NOVUS RECRUITMENT LIMITED Full time

    Strategic National Account Executive in Foodservice£60kFlexible Work Arrangement with Midlands ClienteleWhy consider this commercial opportunity compared to others in the industry?Firstly – this organization boasts a low turnover rate within the commercial division.Employees tend to remain long-term – some advance within the commercial sector, while...


  • Merseyside, Merseyside, North West England, United Kingdom Dickson O'Brien Associates Limited Full time

    Commercial Director Our Retained Clients are looking to recruit a seasoned commercial professional with the ability to lead and innovate. As part of a senior leadership team, the role will involve a close working relationship with the Financial, Operations & SHEQ teams in leading the company’s growth plans. This will involve key oversight and interactions...


  • Merseyside, United Kingdom Axon Moore Group Ltd Full time

    Exciting news! A PE-backed leisure business is on the brink of a major growth phase, both through acquisitions and organic expansion. As a result, they're now seeking a talented Commercial Finance Manager to join their Merseyside based team having created a brand new position. Reporting directly to the CFO, this role offers a unique chance for an...


  • Merseyside, United Kingdom System Recruitment Full time

    About the RoleWe are seeking an experienced Commercial Cleaning Sales Professional to join our team at System Recruitment. As a Business Development Manager - Commercial Services, you will be responsible for driving sales growth and developing new business opportunities in the commercial cleaning and hygiene sector.Key ResponsibilitiesDevelop and execute...


  • Merseyside, United Kingdom System Recruitment Full time

    About the RoleWe are seeking an experienced Commercial Cleaning Sales Professional to join our team at System Recruitment. As a Business Development Manager - Commercial Services, you will be responsible for driving sales growth and developing new business opportunities in the commercial cleaning and hygiene sector.Key ResponsibilitiesDevelop and execute...


  • Merseyside, United Kingdom St Helen Chamber Full time

    Car.Co.UK are a digital retailer with over 25 years history in online retail have launched a new brand to the market specialising in buying cars directly from public online which has been growing rapidly so they are now looking for a Commercial Administration Apprentice to join their team. **Commercial Administration Apprentice** **£287.70 per week, 35...


  • Merseyside, United Kingdom The Charity Commission Full time

    The Charity Commission seeks a Director of Legal and Accountancy Services. It is an exciting time to join the Charity Commission, following the recent appointment of David Holdsworth as Chief Executive Officer. The Director will join David’s executive team, working collaboratively with other Directors and the Chief Executive to drive forward an inclusive,...


  • Merseyside, United Kingdom TN United Kingdom Remote Work Freelance Full time

    Job Opportunity in Liverpool – Litigation Executive / File Handler Litigation Executive or File Handler – Liverpool Looking to advance your career in litigation? Join the expanding EL/PL team of a leading Legal 500 national law firm in Liverpool. Our client handles pre-litigated and litigated EL/PL cases for various insurer clients, including major...


  • Merseyside, United Kingdom Dickson O'Brien Associates Full time

    Commercial Director Our Retained Clients are looking to recruit a seasoned commercial professional with the ability to lead and innovate. As part of a senior leadership team, the role will involve a close working relationship with the Financial, Operations & SHEQ teams in leading the company’s growth plans. This will involve key oversight and interactions...

  • Sales Executive

    2 weeks ago


    Merseyside, United Kingdom Aspion Full time

    Sales Executive Location: Liverpool City Centre Salary: £28,000 + Uncapped Commission (OTE £45k) Are you a driven, goal-oriented Sales professional with B2B experience? Are you looking to join a market-leading, established company with a fantastic product offering and outstanding earning potential? Aspion is seeking a dynamic Sales Executive to join a...


  • merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google Shopping Do you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing...


  • Merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google ShoppingDo you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing...


  • Merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google ShoppingDo you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing...


  • Merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google Shopping Do you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing...


  • merseyside, United Kingdom Certain Advantage Full time

    Job DescriptionPaid Search Manager/Executive – Google ShoppingDo you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media...


  • Merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google Shopping Do you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for you. We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing...


  • Billinge, Merseyside, United Kingdom Axon Moore Full time

    Axon Moore are delighted to be partnering with a highly successful business near Wigan to recruit an ambitious Management Accountant. Completion of month end management accounts Business Partner with operational managers and customers, providing quality finance support Support the manager in providing commercial insight and analysis on the business...


  • Merseyside, United Kingdom Certain Advantage Full time

    Paid Search Manager/Executive – Google ShoppingIn order to make an application, simply read through the following job description and make sure to attach relevant documents.Do you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... If so this may be a position below for...


  • Merseyside, United Kingdom Cpl Full time

    Financial Reporting Accountant Location: Speke - Liverpool (Hybrid working)Duration: 12 months Pay rate: £168.30• The role is part of the Account to Report team and is responsible for Financial Accounting for one or more Entity to deliver accurate and timely execution of Financial Accounting activities. • This role will perform complex...


  • Merseyside, United Kingdom Certain Advantage Full time

    Do you have a passion for Paid Advertising across search platforms, strong with customer management and a strong ability for driving traffic... We are partnered with a dynamic data driven marketing company looking for talented a Paid Media professional, focusing predominately on Paid Search campaigns for Google Shopping. In this position you will play a...

Commercial Account Executive

4 months ago


Merseyside, United Kingdom Scope Personnel Full time

Overall Objectives:

  • To manage a book of business of existing clients and develop a pipeline of new business in relation to
  • commercial insurance, whilst ensuring full FCA compliance.
  • To generate revenue for the business and ensure a quality service is provided to all customers in
  • accordance with their needs and requirements.
  • Achieve all numerical targets and key performance indicators while maintaining full adherence to the
  • compliance requirements.
  • To personally deliver, and work closely with the wider team, to ensure a superior service is provided to
  • all clients, colleagues, and suppliers in accordance with our service standards, values, and behaviours.


Key Performance Indicators:

Ensure all Key Performance Indicators are achieved (renewal commission & fee income, new policies to existing clients commission & fee income, premium finance income, administration fee income, volume of quality recommendations generated) and are attained compliantly with regulator.

To ensure our client service standards are always met.

To always operate within the guidelines of the regulator, company policies, procedures, conduct policies and guides to best practice.

To always support and demonstrate the values of the business to clients, staff, and suppliers.


Duties and Responsibilities:

Commercial Business:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

?New Business

?Renewals

?Mid Term Adjustments

?Claims

?General Policy Queries

?Premium Financing ArrangementsIndependent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v1 03.23)

Establish and maintain a data base of new business prospects.

Prospect new leads.

Attending client meetings in a professional manner.

Identification of client needs in line with the company requirements adhering to the Insurance Distribution Directive.

Negotiation and presentation to insurers in order to secure the most appropriate cover for the customer.

Presentation of recommendations of cover to the client.

Closing the sale and ensuring the cover is on risk.

Securing cross selling business and referrals.

Monitor own sales performance in line with targets and effectively manage the client portfolio.

When transacting business, be conscious of profitability to both the underwriters and the brokerage, and costs of client handling (including the scheduling of client visits).

Ensure all business activity fully complies with FCA regulation and company procedures.

Handle any complaints in accordance with company procedures and regulatory requirements.

Conduct learning, training and assessment exercises, identify further areas for development as required.

Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.

Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business.

Compliance:

Be aware of the companys compliance requirements and ensure a full understanding of the role.

Ensure compliance to the companys employment policies and procedures as contained within the

Employee Handbook.

Complete training plans and record Continuous Professional Development (CPD) as required by the regulator within agreed timescales.Independent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v1 03.23)

Where required, ensure other staff are adhering to FCA compliance.

Handle any complaints in accordance with company procedures and regulatory requirements. Treating Customers Fairly:

All employees are responsible for ensuring that customers are consistently treated fairly.


Personal Development:

Conduct learning, training and assessment exercises, identify further areas for development as required.

Take ownership for your own personal development, where possible seek out and identify appropriate training or learning experiences.

Attend monthly one to one development sessions and team meetings as appropriate.

Attend in house training and external training courses as agreed.

Insurer/Underwriters:

Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.

Comply with the administration requirement of any given insurer.

Place business in line with the company broking strategy, creating effective relationships with underwriters to ensure achievement of overall objectives.

Maintain a strong market awareness keeping up to date with insurers appetite in line with the broking strategy.

Security:

Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act (2018) and Company policies.

Work at all times within strict confidentiality guidelines and the principals of the Data Protection Act


Administration:

Prioritise all client communication and ensure it is actioned in a timely manner in accordance with company procedures.

Maintain all computer files in accordance with company standards and written procedures.

Adherence to the company procedures in relation to collection of payments and creation of premium finance agreements to ensure low debt levels as evidenced in the accounts debtor report.

Behaviour:

Display behaviours that support a positive culture in the working environment. Remain courteous, professional, and helpful to colleagues and customers at all times.

Maintain good time keeping, not being late for work or returning late from breaks and lunches.

Ensure Health and Safety procedures are followed, and the office is kept clear and presentable.

Maintain a high level of productivity providing an excellent level customer service. Adopt good time management, keeping to prescribed timescales in line with the process guide.

Monitor own performance in line with targets and accept feedback from your line manager in a constructive manner.

Attend and contribute to team meetings and monthly one to one sessions in a positive and constructive manner. Undertake any other reasonable duties as directed by your line manager.

Support other team members to achieve their targets and challenge poor behaviour in a constructive manner.

Undertake any other reasonable duties as directed by your line manager.

Maintain an awareness of the aims and objectives, policies and practices of the company.

Be an effective member of the Company and working cooperatively with all departments as appropriate.


ADZN1_UKTJ