Senior Account Executive/Director
Listed on 2026-06-14
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Sales
Client Relationship Manager, Business Development -
Business
Client Relationship Manager, Business Development
Senior Account Executive / Director - Commercial
Governance Structure: UK Retail
Department/Team: Sales / Commercial
Location: South / Amersham
Contract Type: Permanent
Working Hours: Full Time / Part Time
Working Type: Office Based / Hybrid
Line Manager: Regional Director of Sales, Amersham
People Leader: No
Senior Manager/Certified: No
Team ProfileThe Sales team at Clear Group is responsible for driving new business growth, maximising cross-sell opportunities, embedding sales discipline, and ensuring strong client retention. By combining strategic account management with proactive client engagement, the team delivers sustainable revenue growth while providing exceptional client experiences.
Through close collaboration with Broking Operations and other key functions, the Sales team ensures a seamless end-to-end client journey and builds long-term, trusted relationships across all offices and hubs.
Position ProfileAs a Senior Account Executive / Director at Clear Group you will play a pivotal role in driving business growth and enhancing client relationships. With a focus on both new business acquisition and client retention, you will proactively identify fresh opportunities while ensuring that existing clients’ evolving insurance needs are expertly met.
You will provide tailored advice, manage policy renewals, and guide clients through the complexities of the insurance market. This is a proactive, results-driven position that requires a strong balance of business development, client service excellence, and deep industry insight.
Client Relationship Management- Act as a trusted advisor to clients, building strong, consultative relationships based on expertise and reliability.
- Maintain a deep understanding of clients’ businesses, industries, and risk profiles to anticipate and meet their needs.
- Provide a highly personalised experience, tailoring solutions and communications to suit individual client requirements.
- Proactively resolve issues and identify value-add opportunities to improve service and drive retention.
- Drive revenue growth by identifying and securing new business opportunities through networking, referrals, and market research.
- Take a consultative approach to understand the needs of prospective clients, offering bespoke insurance solutions that build trust.
- Build and manage a strong sales pipeline, attending networking events and leveraging existing relationships to generate leads.
- Collaborate with marketing and internal teams to support campaigns, follow up on inbound enquiries, and convert interest into business.
- Maintain a market-focused mindset, identifying niche sectors or under‑served risks for strategic targeting.
- Deliver professional and persuasive presentations – in person or virtually – to influence decision‑makers and secure new clients.
- Meet and exceed individual and team growth targets while maintaining the highest standards of client service.
- Lead the full renewal process, engaging clients early and negotiating optimal terms aligned with their risk and business strategy.
- Use market insights and benchmarking data to demonstrate value and secure favourable outcomes.
- Review and update policies as clients’ risk profiles or business structures evolve.
- Promote retention through excellent service, proactive communication, and consistently delivering above expectations.
- Embed compliance and transparency in every client interaction.
- Clearly explain regulatory obligations (e.g., FCA, GDPR) and ensure clients are fully informed.
- Proactively flag risks or compliance concerns and support internal governance protocols.
- Maintain accurate, professional, and audit‑ready records of all client activities.
- Mentor and support Account Handlers and junior colleagues, contributing to a high‑performing team culture.
- Encourage cross‑functional collaboration to ensure seamless and responsive service delivery.
- Share knowledge and celebrate success to build a positive, goal‑oriented working environment.
- Stay informed about market trends, regulatory updates, and emerging risks, using…
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