Commercial Account Executive

Accepting Applications

Job Information

Date Posted: 05/01/2024
Closing Date: 01/03/2024
Location: Tiverton, Devon
Job Reference: JOB-1955
Salary: 23,000 per Year

Employment Type: Permanent

Job Description

As a Commercial Account Executive within our client’s team, you will play a pivotal role in ensuring the seamless operation of the office, with an unwavering focus on customer satisfaction. 


Key Duties:

  • Find, prospect, and acquire new commercial insurance clients.
  • Review and advise on commercial insurance requirements.
  • Process customer instructions for policy amendments, ensuring compliance with completion standards.
  • Identify and initiate cross-selling opportunities to both new and existing customers.
  • Acquire and maintain knowledge of general insurance products relevant to product licenses.
  • Schedule appointments for our Financial Advisor to contribute to achieving agency targets.
  • Operate within the Compliance Framework set by the Company and Financial Conduct Authority (FCA).
  • Utilise Microsoft Word and Excel at a minimum.
  • Adhere to insurance compliance manual, agency guide, and local agency procedures.
  • Maintain accurate record-keeping for your role.
  • Produce correspondence within specified time frames and quality standards.
  • Perform additional duties as assigned by the Management Team.
  • Demonstrate punctuality, reliability, and trustworthiness.
  • Introduce our Risk Management Services and understand their importance.


Desired Skills:

  • Effective communication skills, both written and verbal.
  • Proficiency in IT skills, particularly in Outlook, Word, and Excel.
  • Demonstrated problem-solving skills and the ability to exercise sound judgment.
  • Flexible and open attitude.
  • Strong sales and customer service skills.
  • Highly organised with the ability to work efficiently towards deadlines.