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Commercial Account Executive

Skills
Client RelationsCommercial InsuranceKey Performance IndicatorsNegotiationQuotationsRenewalsStakeholder Management
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Solid grounding in commercial and corporate insurance
  • Exposure to main commercial insurance products including Property, Liability, Fleet, PI, D & O, Cyber and packaged solutions
  • Communicate clearly and effectively with stakeholders at all levels
  • Strong negotiation, influencing, stakeholder management, sales and IT skills
  • Comfortable in dealing with customer enquiries via phone, face to face and email
  • Full Driving Licence

Day to day

  • Managing existing client requirements across their lifecycle – new business quotations, renewals and documentation queries
  • Developing and Managing a pipeline of new prospects
  • Working closely with the account handlers to ensure all the documentation and broking is done on time and in line with SLA’s
  • Building strong relationships with clients and insurers to maximise retention levels
  • Ensuring systems are accurate
  • Meeting/Exceeding Key Performance Indicators – Portfolio Growth, New Business and Retention
  • Working with the management team to ensure branch targets are achieved
  • Working in a compliant and timely manner on all cases
  • Liaising with both internal and external stakeholders