Commercial Account Executive

Posted 8 Days Ago
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Poole, Dorset, England, GBR
In-Office
Mid level
Insurance
The Role
Manage a mixed portfolio (≈50% existing, 50% new business), meet renewal/retention and new business targets, conduct client visits and insurer presentations, obtain market quotations, manage debt and diaries, complete required training and CPD, and support clients with an account handling team.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Commercial / Corporate Account Executive

Location: Poole / Newbury / Gillingham

Salary: Negotiable + Car Allowance + Bonus + benefits

We’re delighted to be adding a Commercial / Corporate Account Executive to the Team at Brown & Brown Poole to support a varied portfolio of existing clients with their requirements.

This is a unique opportunity to inherit a portfolio of clients and grow from there with the workload split c50% existing clients and 50% around organic / portfolio / New Business growth this is an ideal role for a tenured account executive to have something to build from rather than a blank piece of paper.

As a Forever Company™ we pride ourselves on looking after both our Team and our Clients so you’ll be backed up by a highly focused and engaged account handling team to ensure the clients get the best support possible.

The day to day:

  • Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPI’s
  • Complete all roles and tasks as required, ensuring you adhere to procedures and policies at all times.
  • Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
  • Client visits, presentations to insurers, obtaining and submitting best in market quotations for new business or renewals.
  • Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
  • Manage and prioritise your diaries/tasks, these are to be kept up to date.
  • Complete any training that is deemed necessary for your role and complete the actions set in line with your plan.
  • Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD).
  • Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms.

What’s on offer:

A negotiable starting salary coupled with a car allowance, bonus and all the standard benefits package (Holiday, Pension etc.)

A culture built around developing our team and looking after our clients with full support for professional qualifications and personal development.

A Strong team environment within a business that are growing year on year and some excellent career propects.

Access to the annual Brown & Brown Inc. share save scheme

Your experience:

  • Strong knowledge of broking large commercial insurance risks across various business lines and industry types
  • Experience of commerce and industry and familiarity with markets and economic trends
  • Ability to develop and maintain business contacts and goodwill
  • Excellent interpersonal, written and verbal communication skills
  • Ability to prepare and present reports
  • Pro-active and self-motivated
  • Strong planning and organisation skills to meet deadlines
  • Attention to detail
  • Co-operative and supportive team player


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Skills Required

  • Strong knowledge of broking large commercial insurance risks across various business lines and industry types
  • Proven track record meeting renewal/retention and new business targets
  • Experience of commerce and industry and familiarity with markets and economic trends
  • Experience with client visits, insurer presentations, and obtaining/submitting market quotations
  • Ability to develop and maintain business contacts and goodwill
  • Excellent interpersonal, written and verbal communication skills
  • Ability to prepare and present reports
  • Pro-active and self-motivated
  • Strong planning and organisation skills to meet deadlines
  • Attention to detail
  • Co-operative and supportive team player
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The Company
HQ: Daytona Beach, FL
2,612 Employees
Year Founded: 1939

What We Do

At Brown & Brown, our guiding principles include building our team with the highest quality people and delivering innovative solutions and superior service. If you are a highly complex multinational company, an individual or anything in between, our experienced teams can help you view, analyze and purchase insurance efficiently. You will receive the personalized, dedicated service you deserve while leveraging the exceptional capabilities and peace of mind expected from a top brokerage to help protect what you value most.

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