Commercial Account Executive

  Underwriting, Broking, Claims

  West Yorkshire

  £45,000

Reference: HH/RF-13336

I am working with a well-respected insurance brokerage based in West Yorkshire who are looking for a driven and professional Commercial Account Executive to join their team. You will be responsible for developing and managing a portfolio of commercial insurance clients, providing expert advice, securing new business, and ensuring high levels of client retention. Key Responsibilities

Manage and grow a portfolio of commercial insurance clients across various sectors.

Identify new business opportunities through referrals, networking, and prospecting.

Conduct fact-finding meetings and risk assessments to understand client requirements.

Present and recommend suitable insurance solutions based on client needs.

Work closely with Account Handlers to prepare renewal documents, mid-term adjustments, and other policy administration.

Negotiate terms with insurers and underwriters to secure competitive and appropriate cover.

Provide a high level of service to clients, ensuring retention and satisfaction.

Maintain up-to-date knowledge of insurance markets, products, and regulations.

Ensure all work complies with FCA guidelines and company procedures.

Support company growth objectives by meeting individual and team targets.
 

Please contact Morgan Whittaker-Beecroft to apply or discuss:

mwhittakerbeecroft@harrisonholgate.com

07769398390



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Morgan Whittaker-Beecroft

Morgan Whittaker-Beecroft

020 7702 0200