Insurance Sales Executive

Commercial Insurance Sales Executive

Location: Theale (Office-based)
Salary: £30,000 – £45,000 DOE + up to 20% bonus
Hours: Monday to Friday, 9:00am – 5:30pm (45-minute lunch)
Job Type: Full-time, Permanent

The Opportunity

Our client is seeking an experienced Commercial Insurance Sales Executive to join their established Commercial Sales team in Theale. This fully office-based role focuses on generating profitable new business, developing strong client relationships, and delivering tailored insurance solutions across a wide range of commercial risks.

This opportunity suits a commercially driven insurance professional who enjoys new business development, working with complex risks, and operating in a structured, professional environment.

Key Responsibilities

New Business Development

• Proactively identify, source, and qualify new commercial insurance opportunities through outbound activity, referrals, networking, and research


• Deliver persuasive sales presentations and tailored proposals


• Build and manage a strong pipeline to achieve monthly and annual targets

Client Engagement

• Establish trusted, long-term relationships with new clients


• Conduct detailed fact-finding to assess business risks and insurance needs


• Provide expert advice on appropriate commercial covers

Insurance Placement & Negotiation

• Work closely with underwriting and internal teams to secure competitive terms


• Prepare and present accurate quotations and proposal documentation

Compliance & Administration

• Ensure all activity complies with FCA regulations, data protection, and internal governance


• Maintain accurate CRM and policy management records

Skills & Experience

Essential

• Proven experience in commercial insurance sales


• Strong knowledge of commercial insurance products


• Track record of success in a target-driven environment

Desirable

• Experience using MS Dynamics and underwriting systems

Personal Attributes

• Self-motivated, proactive, and results-driven


• Highly organised with excellent time management


• Professional, ethical, and detail-focused

Key Performance Indicators

• Achievement of new business premium targets


• Conversion of qualified leads


• Client satisfaction during onboarding


• Accuracy of documentation and regulatory compliance

Salary & Benefits

• £30,000 – £45,000 salary (DOE)


• Up to 20% bonus


• Private healthcare (Vitality)


• Up to 4% employer pension contribution


• 25 days annual leave (rising with service)


• Laptop provided


• Business expenses covered (mileage and training)


• Corporate discounts and staff insurance discounts

Location & Working Hours

This is a fully office-based role in Theale, working Monday to Friday, 9:00am–5:30pm, with a 45-minute lunch break.

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