Account Executive

Tonycharters; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance brokerage in Liverpool seeks an experienced Account Executive to manage Commercial client relationships. Responsibilities include prospecting new leads, negotiating insurance cover, and ensuring FCA compliance. Ideal candidates will possess strong organisational and customer service skills, alongside a background in commercial insurance. The role offers a competitive salary, hybrid working option, and comprehensive benefits package.

Benefits

Competitive salary

Car allowance

Hybrid working pattern

Company pension scheme

Generous holiday entitlement

Bupa healthcare cash plan

Life assurance

Qualifications

• Previous experience as an Account Executive in a broker setting managing Commercial clients.
• Proven new business skills and strong client reputation.
• Strong understanding of FCA compliance and commercial insurance products.

Responsibilities

• Prospect new leads and complete identification of needs with prospective clients.
• Negotiate and present to insurers to secure appropriate cover.
• Ensure compliance with FCA regulations and manage the client portfolio.

Skills

Client relationship building

New Business development

Commercial insurance knowledge

Strong organisational skills

Customer service excellence

Education

Cert CII qualifications

Tools

Acturis

Job description

Account Executive – Tony Charters and Associates

Location: Liverpool, United Kingdom

Department: Butterworth Spengler; Job Type: Full time; Contract Type: Permanent.

Company overview
Butterworth Spengler offers clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler are now part of the JMG Group, a Private Equity backed insurance broking group and a top 30 UK broker who place over £380m of Gross Written Premium into the market annually. We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market leading salary and a comprehensive benefits package.

Key responsibilities

• Prospecting new leads
• Attending client visits and making initial contact
• Completing identification of needs with prospective clients
• Negotiation and presentation to insurers in order to secure most appropriate cover for the client
• Presentation of recommendations and cover to the client
• Closing the sale and ensuring cover is on risk
• Securing cross selling business and referrals
• Monitoring own sales performance in line with targets and effectively managing the client portfolio
• Ensuring all business activity fully complies with FCA regulation and company procedures
• Handle any complaints in accordance with regulation, the Companys Conduct Policy and Guide to Best Practice
• Achieve and maintain a high level of customer service and always promote exceptional customer care standards
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Liaising with Account Handlers when appropriate
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers

What we’re looking for

• Previous experience in an Account Executive role within a broker environment, looking after Commercial clients
• New Business skills and a strong client reputation
• Working knowledge of commercial related insurance products
• Experience of working to high standards of FCA compliance
• IT skills including use of an insurance IT system, ideally Acturis
• Strong organisational skills
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness
• Cert CII qualifications desirable

What we offer

• Competitive salary commensurate with level of experience
• Car Allowance
• Laptop and mobile phone
• Hybrid working pattern office and remote
• Company Pension scheme
• Generous holiday entitlement, including birthday day off
• Bupa Healthcare Cash Plan
• Life Assurance

Reference: REF-225 106