Commercial Account Manager

Why Join?

• Manage and grow a portfolio of commercial insurance clients.
• Develop new business while maintaining strong client relationships.
• Work in a professional, FCA-compliant environment.
• Competitive salary with training and professional development opportunities.

Key Responsibilities:

Client & Business Management

• Maintain and develop relationships with existing clients to maximise renewals.
• Identify and convert new business opportunities through prospecting and referrals.
• Provide expert advice, ensuring clients receive tailored insurance solutions.
• Secure cross-selling opportunities to enhance client coverage.

Sales & Performance

• Achieve key performance targets including new business, renewals, and retention.
• Monitor personal sales performance and manage the client portfolio effectively.
• Ensure all transactions are both profitable and compliant.

Compliance & Best Practice

• Adhere to FCA regulations and company policies.
• Maintain accurate client records and documentation.
• Handle complaints professionally and in line with regulatory requirements.

Professional Development & Compliance

• Engage in ongoing training and development.
• Keep up to date with Consumer Duty regulations and compliance standards.
• Protect client data and uphold data security and confidentiality.

What We’re Looking For:

• Proven experience in commercial insurance or a similar client-facing role.
• Strong relationship-building and negotiation skills.
• Excellent attention to detail and ability to work within FCA regulations.
• Organised, self-motivated, and results-driven.