Commercial Insurance Sales Executive
Location: Theale (Office-based)Salary: £30,000 - £45,000 DOE + up to 20% bonusHours: 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.