Business Commercial Executive
4 weeks ago
Commercial Insurance New Business Executive
Location: Hybrid working in either Chelmsford, Ipswich, Plymouth, Penzance, Torquay or Dumfries offices.
Overview: Gerrard White are working with one of the UK's leading independent Lloyds broker to find a Commercial New Business Executive. You will play a crucial role in collaborating with regional hubs and the wider business to achieve Divisional and Group objectives, procedures, and standards. You will be responsible for swiftly responding to new business enquiries in line with processes and placement strategy, as well as contributing to the development of responses, strategies, and processes to optimize sales success.
Drive and develop new business from existing client contacts, new introductions, and personal contacts.
Share responsibility for achieving the business plan and budget of the Division.
Operate within company systems and procedures regarding service standards, documentation quality, credit control, and support of key insurance markets.
Verify policy documents for accuracy and breadth of cover.
Oversee the new business tracker and allocate leads in the inbox.
Collaborate with Regional Hubs and Lead Generators to develop effective triaging of lead opportunities.
Understand and follow the Company's Training & Competence Scheme.
Complete identified and mandatory training and evidence required training and CPD hours.
Ideally of minimum 5 years' experience in Commercial insurance throughout career
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