Commercial Account Executive

PURPOSE OF ROLE

A fantastic opportunity has arisen for an experienced Commercial Account Executive to join a leading commercial insurance broker and inherit a sizeable book of business from day one in the role. This is an exciting opportunity to join an organisation that is on a real growth trajectory, and has exciting development plans in place across the Yorkshire region. Due to these plans, they are now seeking a dynamic Account Executive to join the team.

The role focuses on client retention, strategic renewal planning, and proactive new business development through a consultative, relationship-driven approach.

• Providing tailored insurance solutions that meet evolving business needs
• The role includes overseeing renewals, negotiating with insurers, maintaining FCA and Consumer Duty compliance, and ensuring high standards of client service
• You’ll be expected to identify and convert new business opportunities, collaborate with internal teams to deliver seamless service, and remain up to date with market trends and risks
• Accuracy in record-keeping, audit readiness, and ethical client handling are essential throughout

• Conduct client meetings (virtual and in-person) to review renewals, coverage needs, and new opportunities
• Liaise with underwriters and insurers to secure competitive terms
• Use insurance platforms and CRM systems to process policies and maintain accurate client records

• Proven experience as an Account Executive in commercial insurance
• Demonstrated ability to retain clients and win new business through proactive, consultative sales
• Solid background in managing complex client portfolios
• Thorough understanding of FCA regulations and Consumer Duty requirements

• Strong knowledge of commercial insurance products, markets, and underwriting practices
• Proficiency with insurance systems and client management platforms
• Excellent communication, negotiation, and relationship-building skills
• Highly organised with strong time management and multitasking abilities
• A proactive, client-first approach focused on delivering value and long-term solutions

If you have the relevant experience or know someone that does please contact me now on or email us at