Client Manager (Account Executive) - Existing business in Bagshot - CV-Library

Are you an experienced commercial insurance broking professional with at least 3 years in an Account Executive or Senior Account Handler role? If so please take 5 minutes of your time to have a read through this genuinely exciting opportunity we have for you.

A super professional and dynamic mid-sized Insurance Broker who currently have 18 staff, based near Camberley, Surrey now have a superb opening to join them to come on board to manage an existing book of business, currently standing at £120k income and SME to mid market in client size with premiums from £1k-50k.

Joining them as a Client Manager you will be responsible for looking after this book of business of business. Its made up of a variety of commercial lines business, including some big Fleet business, commercial combined and PI.

First and foremost you will be tasked with making sure this business is retained, and the MD here believes it will be relatively easy to achieve this given the service they provide and the due diligence that has been done here before said acquisition.

You will need to be a strong relationship builder and someone who inspires confidence with your clients coupled with a strong commercial broking background. Your main aim is to service this book but also where possible look to add to this via add ons, portfolio recaps as well as the occasional bit of new business.

Progression towards Cert CII / Dip CII would be an advantage, although not essential.  Our client supports their staff progressing towards Cert/Dip CII/ACII, and provide a variety of internal/external training, so offer a great platform for those wishing to take their insurance exams.

Office hours are Monday - Friday 9am - 5pm, with an hour for lunch.

Salary on offer is circa £50k depending on skills and experience with 26 days holiday + Bank Holidays and pension and bonuses based on retention levels. This role will be office based to begin with, but they can look at hybrid working once you have your foot in the door.

If you wish to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment for a confidential chat