Commercial Account Executive

Job DescriptionCompany DescriptionAsh Tree Insurance Brokers specialize in Agricultural & Commercial Insurance throughout the North. We provide comprehensive protection at competitive prices while delivering unrivalled service to our clients. Our dedication to customer satisfaction and expertise in the insurance sector ensures our clients receive the best possible coverage tailored to their specific needs. We are a fast growing business with a can do attitude to supporting our clients, the right person will have the opportunity to grow with us and progress their career.Area of Business: BrokingReporting to: DirectorLocation: Yorkshire/Flexible Salary: Negotiable depending on experience Position DescriptionThe Account Executive will have the primary focus of new business.Essential Duties & Responsibilities:Assists in all aspects of servicing new & renewal businessStrong focus on commercial risks and who understands the technical aspect of managing and placing these risks both individual and portfolioGood connections and an understanding of the local insurer marketTravels occasionally, as needed, to meet with clients, and provides assistance in the production of new accounts when requiredDeals with all communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basisWorks collaboratively with all members of the team.Produces revenue through cross-sales to new and existing clientsEffectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goalsDevelops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal businessWorks closely with the Director to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate mannerMay handle all aspects of client relationships on certain accountsOther duties as assigned from time to timeBusiness/Professional Requirements:Minimum of 5 or more years professional experience in Commercial Account managementProficient in Excel, PowerPoint, and MS OutlookProficient with Acturis is essential, minimum 3 years experienceProfessional Qualification preferred (CII, CIC, CRM, etc.)Experience working within a regulated environment and with full understanding of the principles of TCF and Insurance PracticeRequired Skills/Personal Attributes:Excellent time management and organisational skills and the ability to work in a fast paced environmentDetail oriented with strong analytical, problem solving, and negotiation skillsStrong understanding of professional and industry standards and practicesExceptional verbal and written communication and presentation skillsSolid technical ability to identify, create and present data critical to risk management consultationStrong aptitude for interpretation of coverage forms, contractual agreements, and financial statementsHighly motivated with a strong work ethic; able to work independently and with minimal supervisionAbility to work collaboratively as a key member of a client teamCustomer service focused, with a high degree of professionalism

Created: 2025-06-27