New Business Account Executive

Job Description:

Our client, a well-established commercial insurance provider based in Lutterworth, is seeking a Commercial Insurance Account Executive to join their New Business team. This is an excellent opportunity for a driven individual to generate new business income and manage prospects, with full training provided for those with transferable insurance experience.

The key responsibilities of a Commercial Insurance Account Executive (New Business):

• Generate new business through outbound calls and proactive prospecting
• Manage and maximise opportunities from the company database
• Conduct fact-finding to identify client requirements and provide suitable quotations
• Obtain and present quotations, advising on the most appropriate cover and pricing
• Liaise with clients, insurers and underwriters via phone and email
• Maintain accurate client records, including risk awareness and objectives
• Issue documentation and confirm cover in line with company procedures
• Work towards achieving new business income targets and KPIs

The minimum requirements for the Commercial Insurance Account Executive (New Business) role:

• Previous experience within insurance (commercial preferred, but other lines considered)
• Strong communication skills and confidence speaking with clients
• Ability to work in a target-driven environment
• Highly organised with strong attention to detail
• Understanding of insurance principles and compliance requirements
• Proficiency using CRM systems and internal processes
• Advanced knowledge of Material Damage (including Business Interruption), Employers Liability and Public/Products Liability

The ideal candidate for the Commercial Insurance Account Executive (New Business) role:

• Experience in a new business or sales-focused insurance role
• Knowledge across additional commercial lines such as Professional Indemnity, D&O, Cyber or Contract Works
• Confident in generating leads and converting opportunities
• Proactive, motivated and commercially minded

Commercial Insurance Account Executive benefits:

• Commission structure
• 25 days annual leave plus bank holidays (increasing with service)
• Company benefits package following successful probation

The Caraires Consultancy operates with integrity by treating our clients, applicants and suppliers in a fair and honest manner – as we want to be treated.

Interested?
Please apply below or call us on (phone number removed) for an informal chat.
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