Commercial Lines Account Executive

The Commercial Account Executive will play a key role in supporting the renewal portfolio, delivering excellent service to broker partners, and contributing to retention, rate increases, and cross-sell opportunities. This position requires strong attention to detail, a collaborative mindset, and a commitment to compliance and quality standards.

Key Responsibilities

Sales & Activity Management

• Support the achievement of the Commercial Renewal Business budget.
• Work collaboratively with the wider team to meet agreed retention and rate increase targets.
• Contribute to upsell and cross-sell performance objectives.
• Ensure all agreed processes and procedures are followed consistently.

Customer Service

• Develop and maintain strong, long-term relationships with key broker partners.
• Take ownership of delivering accurate, high-quality work.
• Respond professionally and efficiently to enquiries from brokers, internal staff, and management.

Customer Relationship Management

• Build trusted working relationships with brokers by anticipating needs and meeting commitments.
• Share information effectively and support strong communication across stakeholders.

Team Collaboration

• Work closely with the Team Leader, Operations & Trading Director, and relevant team members.
• Contribute to a team-focused environment ensuring broker needs are met.
• Support the team in achieving monthly and annual performance targets.

Compliance & Professional Standards

• Adhere to all audit and regulatory requirements.
• Complete relevant insurance examinations within required timelines.
• Maintain high-quality file records in line with prescribed standards.

Candidate Requirements

The ideal candidate will demonstrate:

• Strong ability to work effectively within a team environment.
• Excellent communication and interpersonal skills.
• A positive, adaptable, and proactive "can-do" attitude.
• High attention to detail and accuracy.
• Strong organisational skills with the ability to prioritise workloads and meet deadlines.
• Solid technical and product knowledge, with flexibility to respond to unforeseen events.
• A structured approach to time and resource management.
• APA/CIP Qualification (or working towards).

Person Specification

• Proficient in Microsoft Office (Outlook, Word, Excel).
• Friendly, professional, and confident telephone manner.
• Ability to build strong relationships with insurers and broker partners.
• Willingness to learn, develop, and grow within the role.
• Strong work ethic and commitment to delivering excellent service.