Account Executive / Handler

Insurance Commercial Account Handler

£20,000 - £25,000
We are working with a forward thinking, progressive commercial insurance broker based in the Lichfield area. Candidates that have a good grounding already within the commercial sector across small to medium businesses, ideally two years plus are sought for this role and keen to progress their product knowledge and professional qualifications. In return you will be part of a busy, energetic team enjoying huge success with regards to their retention and new business drive.
Additional specification details:
You will be able to:
To deal with a book of business from GWP of £2.5k to £30k.
Prepare all new business documents and deal with Mid-term adjustments
Deal with all renewals and renewal reminders for serviced clients including:
Ensuring all dealt with in line with Serviced Accounts Renewal Timetable
Preparation of broking presentations to insurers
Liaising with claims team to ensure claims information is up to date
Preparation of renewal reports and new business documents and prepare uninsured areas questionnaire
You must have a general understanding of most commercial classed of insurance, especially Motor Fleet, Motor Trade, Property and Combined. You will be working towards CII qualifications or at least open to this.
We endeavour to notify candidates on the outcome of their application. However, due to the volume of responses that we receive we cannot always guarantee this.  If you do not hear from us within 48 hours, please assume your application has been unsuccessful on this occasion. 



Servicing Account Executive - book to inherit

At a time when many competing firms are focusing on New Business Account executives to fulfil targets and growth, this is a rare opportunity to inherit a significant portfolio of clients.
Our client is one of the UK’s high profile insurance brokers, a darling of the industry that continues to win plaudits in the trade press nationally, as well as awards within the wider local business community. It has retained its autonomy over the years, and has no paymasters or external shareholders to satisfy. This provides its staff with a stable atmosphere with no fear of takeovers and mergers, leaving them to focus on the servicing of their clientele. Needless to say, this leads to a collaborative atmosphere, where employees feel they have a real say in the future direction of the firm.
Due to pending retirement, the need has arisen for an Account Executive to join the team.Whilst the exact make-up of this portfolio can be tweaked to suit your skills, experience and ambitions, it is anticipated that individual clients will typically generate £7.5K commission, with the largest paying fees of circa £25K. Clients will be from a range of industry sectors, such as Manufacturing, Distribution and the Charities, and based predominantly around the Midlands and the surrounding area, with a small number of accounts based further afield. It is important to stress that this is very much a servicing position, focusing on the management and retention of existing accounts.
Whilst prior experience of managing £25K income corporate cases is not a prerequisite, it is essential that you have a demonstrable track record of working as a Commercial Account Executive; successfully retaining a portfolio of clients including some ‘bigger ticket’ and complex cases. You must be confident in arranging and advising upon all common commercial covers, including Property, Liability, Fleet, Engineering and Financial Lines. Given the diverse portfolio on offer, you must be comfortable in dealing with clients from all walks of life, including both blue and white collar industries. We anticipate a large volume of high calibre candidates for this role, so whilst professional qualifications are not essential, progress made towards the ACII qualification would certainly support your application.
You must be professional in your approach, a confident communicator, and a skilled negotiator. You will also enjoy supporting the development of less experienced colleagues, and be willing to assist the Board from an operational perspective; providing an insight into the state of the market, and helping with insurer relations.
In return, you can expect a highly competitive basic salary (to circa £45K, but completely negotiable for outstanding candidates) plus bonus, car and a comprehensive array of benefits.
We endeavour to notify candidates on the outcome of their application. However, due to the volume of responses that we receive we cannot always guarantee this.  If you do not hear from us within 48 hours, please assume your application has been unsuccessful on this occasion. 



Commercial Account Handler

£25,000 - £30,000
Our client is a respected and progressive Independent Commercial Broking House that operates in offices in Birmingham.
Aspects Insurance Recruitment has been retained to assist in the appointment of a Commercial Account Handler to join its friendly and supportive team. You will provide a high level of support to 4 Account Executives, dealing with a range of mid-market accounts, typically generating premiums in excess of £10K, up to and sometimes exceeding £100K.
You will proactively manage a portfolio of accounts, being responsible for all renewals, mid-term amendments, and when necessary, assisting with the placement of new business. Using your market awareness and contacts, you will broke business with the most appropriate insurance companies to ensure that all clients’ risks are suitably covered. As one would expect, our client has a rigid compliance framework, and you will carry out all duties in a manner which obeys a variety of statutory and in-house regulations.
It is essential that you have experience within commercial insurance and a sound working knowledge of a range of products including Commercial Combined, Property, Liability and Commercial Motor. Progress made towards professional qualifications under the Chartered Insurance Institute, whilst not essential, would certainly add weight to your application. Acturis software experience desirable.  It is also imperative that you have excellent communication skills (both written and verbal) in order to professionally liaise with clients, colleagues and Underwriters. You must also be a team player, who can demonstrate flexibility and a strong track record of working to shared goals and objectives.
In return, you will receive a generous basic salary (completely negotiable but anticipated to be in the £25K - £30K region) and benefits package, support towards professional qualifications and a personal development plan. For the career minded, it is entirely plausible that in the medium-term, you could move into a technical, managerial or sales role.
We endeavour to notify candidates on the outcome of their application. However, due to the volume of responses that we receive we cannot always guarantee this.  If you do not hear from us within 48 hours, please assume your application has been unsuccessful on this occasion. 



Commercial Insurance Account Executive

£40,000 - £45,000
We are delighted to retain a new position for Account Executive as part of this brokers continued growth programme. Following unprecedented year on year growth in excess of 10% they would like to reinvest into new staff and provide the opportunity to grow their own book of business and further their career within a professional and credible broker. They specialise in commercial insurance's across complex Mid-corporate clients and pride themselves on delivering a bespoke, client focused service.
You would be provided with a car allowance, IT equipment and phone. You would initially have some business allocated to you and focus on the retention of these clients as well as looking to organically grow the book.  They have a lot of success within referrals and are confident that you would be provided with excellent support and market access to assist with the transition of securing the best deal for your clients.  They would be open to purchasing an existing book or part of, if this is a desired route in moving broker. 
We seek candidates that have a strong insurance background and confident to handle clients at mid-corporate level with the ability to work on a consultative basis. This position may ideally suit candidates seeking a more relaxed, customer centric environment.
For further information please contact Allison Marshall for further details.




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