Commercial Account Executive

Job content

Insurance Account Executive – Godalming

Are you someone who thrives in the Insurance Industry? We’re on the hunt for a talented Insurance Account Executive who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you’re looking for? Then please, read on…

So, what does the role of an Insurance Account Executive here involve?

This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone, in writing or via video calls to offer a comprehensive service to existing and potential new clients. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go.

As an Account Executive here, it isn’t only about the “upsell” or the “cross sell”. Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Ardonagh Group.

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more:

• Manage your own client bank and areas of responsibility, so that a positive contribution is made to achieving Company sales forecast, plans, programmes and budgets.
• Provide new business quotations for all classes of General Insurance on request, providing relevant advice, information and guidance.
• To work closely with the Commercial Manager and the Commercial Director, ensuring a high level of liaison with, and understanding of, their requirements to maximise customer satisfaction.
• Develop good communications with all other areas of the business and with customers.
• Complete detailed reviews of the insurance requirements of existing and potential new customers and prepare detailed reports in this respect.
• Negotiate with Underwriters in placing, amending or renewing clients’ insurance programmes.
• Ensure all documentation associated with placing, amending or renewing clients’ insurance programmes is completed in a reasonable timescale and is accurate. This will include issuing instructions to Accounts Department for relevant financial transactions to be completed
• Assist customers in initial reporting and subsequent negotiation with insurers of a satisfactory settlement of claims.
• Provide risk advice/risk management/risk prevention information on both Commercial Motor and Non-Motor risks to customers, in conjunction with Underwriters as appropriate.

What experience do our Account Executives need?

It’s essential that you have experience gained from within the Insurance Industry in a commercial lines broking role as you will be offering a complete commercial lines experience to new and existing customers. You will also need to have knowledge of the law of agency, the Data Protection Act, credit management procedures, FCA Regulations for dealing with retail customers and money laundering legislation. It would be a bonus if you have any relevant qualifications, although we offer plenty of opportunity to gain these once you join us.

The rest is all about you as a person;

• Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
• Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
• Be driven to learn and inquisitive, especially about the Insurance Industry and your clients.
• An enthusiastic team player, support others, but recognise when to ask for guidance, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
• Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

This is a hybrid working environment with Monday, Wednesday and Fridays in the office and the rest working remotely after the initial settling in period has passed. You will have control of your own diary so will be out and about meeting clients as the business requires.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it’s time to retire
• 24-hour support for you and your families physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
• 1 days paid volunteering day to give back to our communities
• Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we shine a light on the brightest talent across our group

So, what are you waiting for? Apply today and one of our team will be in touch.

Finch is part of Ethos Broking, a collection of Brokers that sit within Ardonagh Advisory and are part of The Ardonagh Group which spans the breadth of the insurance sector, powered by our more than 9000 employees. The diversity of brands and breadth of products and solutions for our customers bring huge opportunity. Ardonagh Group is an equal opportunities employer, and we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please

Why not check us out on LinkedIn or speak to one of our team to find out what life’s really like with The Ardonagh Group family.