Commercial Insurance Broker
Job description
Texte original importé depuis Reed
Commercial Account Executive - York - Up to £45,000
Join a long-established, independently owned broker in York city centre that has built its reputation on expertise, relationships and doing right by its clients - not targets and cold calls.
This is a role for an experienced Account Executive or Handler who wants to work somewhere that genuinely values its people and its clients in equal measure. You'll inherit an existing client base, work across a broad and varied book, and be part of a close-knit team that takes pride in getting it right.
Salary: Up to £45,000 - commensurate with experience
Location: York city centre
Working pattern: Predominantly office based - with some WFH flexibility
What you'll be doing
- Servicing an existing portfolio of commercial clients across a wide range of classes - including Commercial Combined, Liability, Property Owners, Construction, Fleet, PI, Cyber, D&O and more
- Handling new business quotes, renewals and MTAs
- Preparing market presentations and broking risks to market including online portals and schemes
- Negotiating terms on price and coverage, comparing options and building quotations and reports
- Maintaining strong relationships with both clients and insurers
- Supporting clients through the claims process where needed
- Client visits for larger, more complex cases where appropriate
What they're looking for
- Previous experience in a Commercial Account Executive or Handler role
- Broad product and market knowledge across commercial lines
- OpenGI experience beneficial - familiarity with insurer portals and MS Office expected
- A strong relationship builder who adapts to varying levels of client understanding
- Tenacious, curious and willing to keep learning
- Someone who takes their work seriously but knows how to enjoy it too
Why this role?
- An existing client base to take ownership of - no requirement to bring a book
- No targets, no cold calling - the business has thrived on reputation and recommendation
- A genuinely friendly, open-plan team that supports and learns from each other
- Study support for those looking to progress with professional qualifications
- A strong benefits package including 22+ days holiday, pension contributions, life insurance, Perkbox lifestyle benefits, Cycle to Work scheme and commission-free insurance products for you and your family
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Key skills extracted
Our AI analysed the job to identify the required skills.
Our tips for applying
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your CV personal statement with your specific commercial lines experience — the advert lists 8+ product classes (Combined, Liability, Fleet, Cyber, D&O etc.), so name the classes you've handled prominently.
📊 Quantify your portfolio: e.g. 'Managed a book of 120 commercial clients with GWP of £850k, achieving 92% renewal retention rate' — the role involves inheriting an existing client base so retention metrics are highly relevant.
🛠️ Call out OpenGI by name in your skills section and list any other insurer portals you use (e.g. Acturis, SSP, Aviva, Allianz portals) — the advert flags OpenGI as beneficial and portal familiarity as expected.
🎯 Emphasise relationship-led, non-target-driven experience — this broker explicitly rejects cold calling culture, so highlight examples of client retention through service quality rather than new business hunting.
📋 Include any CII qualifications (Cert CII, Dip CII) or study progress in a dedicated 'Professional Development' section — the advert mentions study support, signalling they value progression and will favour candidates already on the CII pathway.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed renewal cycle for a portfolio of 95 commercial clients with combined GWP of £720k, achieving an 89% retention rate over 12 months through proactive mid-year reviews and tailored coverage recommendations.
- •Brooked 15 complex commercial combined and liability risks to market annually, preparing full market presentations and negotiating premium reductions averaging 8% against expiring terms across 6 insurer panels.
- •Processed 200+ MTAs and new business quotations per year using OpenGI and insurer portals, maintaining a 48-hour turnaround SLA and reducing client-reported errors by 30% through a revised checking workflow.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Get Recruited (UK) Ltd. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Get Recruited (UK) Ltd
Dear Hiring Manager,
Servicing a broad commercial book across classes including Cyber, D&O and Commercial Combined — without the pressure of cold-calling targets — is precisely the environment in which I do my best work. I am applying for the Commercial Account Executive position at the independent York broker represented by Get Recruited, where my experience in renewals, MTA handling and market presentations would add immediate value to your existing client portfolio.
My background in commercial insurance broking spans 4 years handling a mixed book of SME and mid-market clients across liability, property and specialist lines. I am proficient in preparing market presentations, negotiating terms with insurers and supporting clients through the claims process — skills directly aligned with the responsibilities outlined in your advert. I have worked with OpenGI and a range of insurer portals, and I am currently progressing towards my Dip CII.
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Likely interview questions
10 questions générées à partir de cette offre.
Technical
- ›Walk me through how you prepare a market presentation for a complex commercial risk — what information do you gather and how do you structure it?
- ›How do you use OpenGI in your day-to-day workflow, and what other insurer portals are you comfortable working with?
- ›Describe your process for handling a mid-term adjustment — from client notification through to policy endorsement.
- ›How do you approach broking a Cyber or D&O risk to market, and which insurers do you typically approach first?
- ›A client's renewal premium has increased significantly — how do you prepare the renewal report and present the options to the client?
Behavioural
- ›Tell me about a time you retained a client who was considering moving their business elsewhere — what did you do and what was the outcome?
- ›Describe a situation where you had to explain a complex insurance concept to a client with limited knowledge — how did you adapt your communication?
- ›Give an example of a particularly challenging claim you supported a client through — what was your role and how did it resolve?
- ›Tell me about a time you identified a gap in a client's coverage during a renewal review — how did you handle it?
- ›Describe a situation where you had to negotiate hard with an insurer to achieve better terms for a client — what approach did you take?
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you retained a client who was considering moving their business elsewhere — what did you do and what was the outcome?
Describe a situation where you had to explain a complex insurance concept to a client with limited knowledge — how did you adapt your communication?
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