You are applying for a job at: Alan and Thomas Insurance Brokers Limited We are part of Brown & Brown Insurance group. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Title: Commercial Account Executive Location: Poole Salary: Negotiable Company: A&T Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) are an established Insurance Broker with multiple locations across the South of England and consistently aim to deliver outstanding service to clients and provide an enjoyable working environment. This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business. The company is looking to the future and prides itself on having a market leading client service model and a long list of products it can access. The office team consists of some of the best insurance minds and personalities in the area. Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards. The role is supported with a fabulous array of company benefit choices from childcare vouchers to pensions to private medical and the offices have free parking with good access from motorway or other internal roads. The day to day: Achieve new business & renewal targets Engage with A&T’s marketing strategy and promptly act on leads. Develop introducer relationships Generate own leads and effectively manage new business pipeline Generate cross selling leads for other departments according to target. Manage ongoing relationships with existing clients ensuring high levels of customer service are provided. Look to expand account by identifying additional sales opportunities with existing clients Attend client visit and complete relevant fact-finding documents in respect of new business. Renewal business, review last year’s documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements. Review demands and needs of clients and advise on the most appropriate insurances to meet these. Prepare broking notes for new business cases and work with AH to update renewal notes Agree broking strategy with broking support and assist in the process where needed. Review the broking exercise and complete final negotiations with underwriters when needed. Produce closing instruction in line with company procedures and pass to AH for processing. What’s on offer: Competitive/senior level salary package & benefits including car allowance Work from home option available for 2 days a week Joint Pension contribution scheme Salary Sacrifice options including dental and healthcare Discounts site for restaurants, cinema, retailers Cycle to work scheme Health & Wellbeing programme Casual dress code in office Performance related bonus Annual leave that rises with length of service Your Experience: Requirement of at least 5 years commercial insurance experience either in broking Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies Good understanding of commercial insurance products and options Acturis insurance broking software knowledge is an advantage Commitment to progress towards Cert CII Possession of a full driving licence We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. Brown & Brown is a unique and decentralized publicly traded organization (NYSE: BRO) that has grown to become the fifth largest insurance intermediary in the country. We sell property & casualty insurance and employee benefits insurance to mid-sized and large corporations throughout the country. Our size provides us with access to the best products in the marketplace, while still maintaining a very local community feel. Through growing and developing relationships with carrier partners and expert resources, Brown & Brown stands out as a leader in the industry. As our business grows, our people grow with it! Becoming an employee, or as we like to call it “a teammate,” of Brown & Brown introduces you to a career with virtually unlimited possibilities. Our unique culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our customers. With Brown & Brown you will get the training, the mentoring and the tools you need to succeed. Our teammates are bound together by shared goals and our collective commitment to integrity and quality. Brown & Brown’s local leaders are actively engaged in their communities and committed to maintaining an established network, as well as creating strong relationships of their own.