Commercial Account Executive

Account Executive – Commercial Insurance

I'm currently working with a well-established insurance brokerage that is looking to appoint an experienced and motivated Account Executive to join its commercial team. This opportunity is based in either Leeds and offers a hybrid working arrangement.

The successful individual will inherit an established portfolio of long-standing commercial clients, with a clear focus on retention, development and growth. Supported by a team of experienced Account Handlers, the role offers the opportunity to build strong client relationships while identifying and securing new business opportunities across the region.

Key Responsibilities

Managing, retaining and developing an existing portfolio of commercial insurance clients.
Presenting insurance and risk management solutions to secure renewals and win new business.
Identifying and capitalising on cross-selling and upselling opportunities.
Generating new business through both company-provided leads and personal prospecting activity.
Achieving agreed targets relating to quotes, sales and income generation.
Developing a thorough understanding of clients’ operations, risks and insurance requirements.
Building and maintaining strong relationships with clients, insurers and key stakeholders.
Ensuring all activity is compliant with FCA regulations and internal procedures.
Working closely with colleagues to support overall team performance and client service delivery.

Candidate Profile

Proven commercial insurance experience is essential.
Demonstrable success in business development, client retention and portfolio growth.
Strong relationship-building and communication skills, both face-to-face and over the phone.
Comfortable networking and developing new business opportunities.
Experience working directly with clients and insurers.
Organised with strong attention to detail and the ability to manage multiple priorities.
A proactive and ambitious approach, with a genuine desire to develop and progress within the insurance market.
Knowledge of Acturis would be advantageous.
This is an excellent opportunity for an Account Executive looking to inherit a small quality book of business while being given the platform and support to further grow their portfolio and market presence.