Commercial Account Executive

Activity Management:

  • Responsible for Client insurance requirements including inviting, securing and documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures
  • The achievement of an individual Income Target/Retention of Business
  • Provide Account support to Director(s) on set clients or on ad hoc basis as requested
  • The ability to upsell / cross sell
  • Ensure agreed processes are followed in all matters
  • Manage aged debt and premium collection
  • Comply with all management audit requirements


Customer Relationship Management:

  • Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
  • Deal with any issues that customers may have with queries, quotes etc.


Customer Service:

  • Portray a professional image to meet or exceed customer service standards
  • Take personal responsibility for delivering the highest level of accuracy and quality in your work
  • Deal with requests and enquiries from customers, staff and management in a professional and timely manner


Team Collaboration:

  • Work closely with Director(s) if applicable.
  • Working as part of a team environment to ensure all customer needs are met
  • Working together to ensure the team is on track to meet monthly and yearly targets



  • Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards



  • Minimum CIP required
  • Candidate must demonstrate the ability to work in a team environment
  • Strong communication skills is essential
  • Possess a positive, can do attitude with the ability to adapt to and embrace change
  • Attention to detail
  • Possess the ability to manage deadlines & prioritise workload
  • Demonstrate good technical & product knowledge
  • The ability to prioritise workloads and adapt to unforeseen events
  • A good degree of personal organisation and a structured approach to time and resource management


Person Specification:

  • Previous “Applied Relay” experience (Desirable)
  • Proficient in Office, including Outlook, Word & Excel
  • A friendly and assertive manner on the phone
  • Ability to develop relationships with insurers and clients
  • Willingness to learn & develop
  • Strong work ethic
Apply by filling out the form below and submitting your cv.

    Available Start Date: