Butterworth Spengler offer our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £380m of Gross Written Premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market leading salary and comprehensive benefits package.

We work with businesses and private clients in Liverpool and across the UK. We’ll ask all the right questions so that we thoroughly understand our client’s business to find them the right insurance for their needs.

The opportunity

We have a brand-new opportunity for an experienced Account Executive to join our thriving broker team based in Liverpool.

The successful Account Executive will be responsible for managing a book of business for existing clients and will develop a strong pipeline of new business in relation to various lines commercial insurance, whilst ensuring full FCA compliance.

The overall purpose of the role will be to generate revenue for the business and ensure a high-quality service is provided to all clients in accordance with their needs and requirements.

Key areas of responsibility include

Prospecting new leads
Attending client visits and making initial contact
Completing identification of needs with prospective clients
Negotiation and presentation to insurers in order to secure most appropriate cover for the client
Presentation of recommendations and cover to the client
Closing the sale and ensuring cover is on risk
Securing cross selling business and referrals

Monitoring own sales performance in line with targets and effectively manage the client portfolio

Ensuring all business activity fully complies with FCA regulation and company procedures

Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice

Achieve and maintain a high level of customer service and always promote exceptional customer care standards

Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business

Liaising with Account Handlers when appropriate

Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers

What we’re looking for

To be successful in the role, you must have the following skills

Previous experience in an Account Executive role within a broker environment, looking after Commercial clients
New Business skills and a strong client reputation
Working knowledge of commercial related insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
The ability to work to a high level of accuracy
Exemplary customer service skills with the ability to build solid relationships with clients and insurers
Regulatory and compliance awareness
Cert CII qualifications desirable

What we offer

Competitive salary commensurate with level of experience
Car Allowance
Laptop and mobile phone
Hybrid working pattern – office and remote.
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Life Assurance

Account Executive

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