Our expanding Broking client is offering a fantastic opportunity for someone looking to develop their career within the Commercial Insurance industry. We are seeking a driven individual to join their Commercial team as a Trainee Account Executive.
This role is ideal for an experienced Client Manager or Account Handler who wants to take the next step towards becoming an Account Executive. You will be working in a dynamic environment, managing a portfolio of business Clients, and supporting them with all aspects of their Insurance requirements - including visiting them.
Key Responsibilities as a Trainee Account Executive:
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Manage your own portfolio of Commercial Clients, acting as their main point of contact for Insurance needs.
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Handle all aspects of the Client's account, including:
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Conducting renewal negotiations with Insurers
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Managing changes in risk throughout the policy term
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Facilitating claims notifications (with support from a dedicated claims handling team)
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Proactively support both existing clients and new business enquiries, guiding clients through the insurance lifecycle.
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Occasionally visiting client in addition to hybrid working (split between home and the office).
Business Classes Covered:
- Commercial combined risks (small to medium enterprises).
- Property owners, shops, and offices.
- Tradesman liability.
- Small fleet and goods vehicles.
What We're Looking For to be a successful Trainee Account Executive:
- A strong commitment to delivering excellent customer service.
- Ability to remain calm and focused under pressure.
- Previous experience in Commercial Insurance, ideally as a Client Manager or Account Handler.
This role provides excellent development opportunities for someone looking to transition into a fully-fledged Account Executive position, with support and mentorship provided along the way.