Duration: Permanent 

Division: Commercial Department

Location: Cheltenham

Salary: £40,000-£45,000

Main purpose: The role holder will deliver exceptional client service acting as part of the Commercial Sales Team, supporting Lansdown “right first time” approach to customer service.

About the role

Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for a Commercial Account Executive to join our Cheltenham office.

 Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Manage, service and grow a book of existing Commercial Business.

• Develop, negotiate, and profitably sell business within own authority and in line with Lansdown’s strategy.
• Attend external events to promote Lansdown.
• Plan, prioritise and manage individual own work to deliver agreed objectives and meet SLAs to deliver exceptional customer service.
• Use the appropriate method of communication to support Lansdown’s right first-time approach in order to maintain successful Internal and External relationships.
• Understand and operate within regulatory framework and identify and escalate any risks to the business.
• To assist in the growth of Lansdown - New Business and Renewals.
• To achieve set targets agreed upon.
• Any other duties required from time to time.

Knowledge, skills and experience

• Excellent, professional, and confident communication skills
• Good understanding of Commercial Insurance, including but not limited to, Commercial Combined, Commercial Property Owners, SME, Professional Indemnity and Directors & Officers.
• Proven sales ability.
• Flexibility.
• Manage workload.
• Ability to develop relationships with clients, agents, insurers etc.
• Ability to construct effective written communications.
• Work well within a team especially under pressure.
• Confident numeracy skills.
  
• Qualified Cert CII or commitment to work towards within an agreed timescale.
  
• Market, Industry and Company knowledge.
  

What we offer

• A competitive salary 
• Hybrid working 
• Competitive Personal Pension 
• Bonus scheme  
• 22 days annual leave plus bank holidays 
• An array of health and wellbeing benefits, including private healthcare
• Volunteer day
• Onsite parking
• Full study support and study leave to complete insurance industry professional qualification
• EAP Scheme

About us

Lansdown Insurance Brokers were established in Cheltenham over 50 years ago and have built a reputation for excellent customer service. In 2014 we were purchased by SEIB Insurance Brokers and are now proudly part of the Benefact Group.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size. 

We have a friendly family environment with care for our teams and handholding of our clients being at the top of our agenda. Our staff know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.