Account Executive - Remote
Job Description & How to Apply Below
Location: Budock Water
Responsibilities
- Develop and grow your own portfolio of commercial insurance clients within your local market
- Leverage existing relationships and networks to generate new business opportunities
- Build long-term, trusted relationships with clients, becoming their go-to advisor
- Identify opportunities for growth within your portfolio and actively develop these
- Work collaboratively with internal specialists across account management, broking, claims, and risk to deliver an exceptional client experience
- Create and deliver a clear growth plan aligned to your personal and financial targets
- Utilise available technology and tools (including AI-driven lead support) to enhance prospecting and client engagement
- Contribute to a collaborative team culture through regular team meetings and knowledge sharing
- Proven experience within the insurance industry, ideally in a client-facing or business development role
- Demonstrated ability to win, retain, and grow a portfolio of clients
- An existing network or “book” of clients who value your expertise and relationship
- Self‑motivated and able to operate independently within a defined geographical area
- Commercially minded, with a strong understanding of client needs and market opportunities
- Driven, proactive, and eager to build and expand a successful book of business
- Strong interpersonal and communication skills, with the ability to influence and build trust
- Support from a highly experienced team across Account Management, Broking, Claims, and Risk
- A collaborative, people‑first culture as part of one of the largest independent family‑owned brokers
- Market leading infrastructure to support you in managing clients, leads and appointments efficiently
- Access to AI‑driven tools to support lead generation and appointment setting
- Ongoing training, development, and structured growth planning support
- Opportunities to build connections across wider offices to maximise referrals and leads
- A transparent and rewarding package aligned to your success
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