Commercial Insurance Account Executive

3 weeks ago


Leeds, Leeds, United Kingdom Red 10 Full time
Job Overview

Commercial Insurance - Broker/Account Handler/Executive

We are seeking a skilled and committed insurance professional with a robust background in commercial insurance to enhance our dynamic team.

KEY QUALIFICATIONS:

  • A minimum of 2 years of experience in Commercial Insurance Brokerage
  • Cert CII certification, adept in Acturis, with a strong understanding of commercial dynamics

ROLE RESPONSIBILITIES:

In this role, you will support the Directors in the management and expansion of a diverse client portfolio, ensuring adherence to FCA regulations while providing exceptional advice and service to clients. Your primary responsibilities will include:

  • Maintaining compliance with industry best practices and protocols
  • Building and nurturing professional relationships with clients
  • Efficiently addressing client inquiries
  • Assisting with commercial renewals
  • Preparing for and participating in client meetings
  • Conducting data analysis for risk management
  • Managing outstanding debts
  • Ensuring the accuracy and compliance of policy documents

CANDIDATE PROFILE:

The ideal candidate will possess at least 2 years of experience in commercial broking, hold a Cert CII qualification, be proficient in Acturis, and demonstrate strong commercial acumen with a proactive approach to professional development. We are looking for a professional individual with a proven track record in assisting directors with the management of a growing client portfolio, identifying cross-sell opportunities, and ensuring compliance with FCA regulations. When fostering trusted relationships with clients, you will prioritize accuracy, efficiency, and professionalism. Preferred qualifications include DIP CII or progress towards it, along with a minimum of 5 years of experience in commercial broking.

CLIENT OVERVIEW:

Red 10 is a leading insurance broker focused on delivering exceptional service in the commercial insurance sector.

Keywords: commercial insurance broker, account handler, account executive, client-facing, broking, cert cii, dip cii, insurance, acturis



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