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Insurance Account Manager

2 months ago


Bridgwater, Somerset, United Kingdom Brown & Brown Full time
Job Description

Job Title: Commercial Account Executive

Job Type: Full-time

Industry: Insurance

Company: Brown & Brown

Location: Remote

Job Description:

We are seeking an experienced Commercial Account Executive to join our team at Brown & Brown. As a Commercial Account Executive, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities:

  • Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets & KPI's
  • Ensure thorough pre-renewal reviews and annual reviews with clients
  • Conduct full market reviews for clients and offer the most suitable policy and product
  • Invite all Personal Lines policies in good time, in line with our operational guidance of 21 days prior to the renewal date
  • Ensure policies are renewed, on or before the renewal date
  • Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures, and policies for risk and compliance are adhered to
  • Manage and prioritize tasks, keeping them up to date and not overdue
  • Identify and discuss with clients cross-sell opportunities
  • Complete any training deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
  • Adhere to our Training & Competency scheme and pass audits
  • Keep up to date with Continuous Professional Development Plan (CPD)
  • As and when required, undertake small projects and/or provide specialist input into wider business projects and initiatives

What's on Offer:

  • Negotiable basic salary + bonus
  • Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Requirements:

  • Insurance broking covering either Motor and/or Household risks
  • Insurance experience of handling new enquiries, renewals, and mid-term adjustments
  • Ability to identify the best policy to meet clients' needs
  • Ability to take responsibility for own performance
  • Strong verbal and written communication