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Commercial Account Executive

2 weeks ago

York, York City, United Kingdom Illingworths Full time

4 days ago Be among the first 25 applicants

Managing Director at Illingworths Insurance & Financial Services

Who are we?

Established in 1973 in York, Illingworths has grown over the years to be a leading independent Insurance Broker and Financial Services Adviser throughout the Yorkshire region. We have remained privately owned and our Directors actively work in the business daily. Not feeling the need to join, or be taken over by some of the nationals, we are here to stay and being able to provide that consistency and job security is something we feel strongly about.

Our business has thrived by providing excellent customer service and having friendly staff who are experts in their field.

We can source cover for simple self-employed liability enquiries right through to complex portfolios for business's turning over millions of pounds. With access to specialist markets and a wealth of experience, there isn't often a challenge we cannot meet.

The Role

We are actively looking for a Commercial Account Executive to join our friendly team in York City Centre. We would consider part-time but ideally a full-time position (Mon-Fri, 9-5) and predominantly office based and with some WFH flexibility you will have a varied role processing New business quotes, Mid-term adjustments, Renewals and being on hand to oversee and guide customers needing to make a claim. Larger more complex cases may require client visits where appropriate.

Classes of business can include, Commercial Combined, Business Packages, Liability, Charities, Property Owner, Construction, Fleet, D&O, P.I, Cyber et al.

You will:

  1. Maintain relationships with both clients and insurers.
  2. Prepare market presentations and broke risks to market including online portals & schemes.
  3. Prepare for renewal by reviewing existing client needs.
  4. Negotiate terms both in respect of price and policy coverage.
  5. Compare cover options, assess suitability and build quotations, letters or reports as appropriate.
  6. Instruct Insurers in good time, check & issue policy documentation.
  7. Invoice, arrange finance, process card payments.
  8. Ensure all details of calls, correspondence and risk details are recorded on our systems.
  9. Diary all outstanding matters and follow up as appropriate.
  10. Maintain and update knowledge of insurance products, services and markets.

No Targets – we are not lead by conversion rates and do not cold call – our business has thrived through reputation and recommendation.

There is no pre-requisite to bring a book of business with you- there is an existing client base to service.

About you:

You will have previous experience in an account Executive or Handler role and be able to hit the ground running to service our existing client base.

We are a friendly team who are looking to welcome someone who strives to provide a first class, professional service to our clients but is happy to have fun along the way.

Whilst the majority of our clients are allocated a dedicated contact within our business, everyone is willing to chip in and assist colleagues as necessary. Indeed, working in an open-plan office allows us to learn, share ideas and support each other on a daily basis.

Product and market knowledge will be key and you will have the ability to adapt to varying levels of customer understanding / needs. Building long-lasting client relationships is what we are all about.

Ideally you will have some experience with OpenGI and be familiar with Insurers web-portals and MS Office applications.

You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients.

You are willing to learn, as every day will be different. This is a great opportunity to progress your career and support will be given to those wanting to progress with professional qualifications.

On top of a competitive salary, that will commensurate with your experience we also offer a wide range of benefits.

  1. Minimum of 22 days holiday, plus bank holidays and increasing with length of service
  2. Company pension scheme, which Illingworths will also contribute to.
  3. Life insurance, which will pay 2x your basic annual salary
  4. Access to a host of lifestyle and financial benefits including high street retailer discounts, cinema tickets and more that you can choose via 'Perkbox'
  5. Cycle to Work Scheme
  6. A range of insurance products available commission free, including home, motor, travel for you and your family
Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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