More jobs:
Account Executive
Job in
Swansea, Swansea County, SA1, Wales, UK
Listed on 2026-08-15
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-08-15
Job specializations:
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent & Advisor
Job Description & How to Apply Below
You'll inherit an established portfolio of commercial clients generating approximately £250,000 in annual income , providing a strong platform from day one. Your focus will be on retaining and developing this existing client base, identifying cross-selling opportunities, and generating new business to continue growing your portfolio.
Key Responsibilities Manage and develop an inherited commercial insurance portfolio worth approximately £250,000 GWP/income . Build strong, long-term relationships with clients through regular contact and proactive account management. Identify opportunities to cross-sell and up-sell additional insurance products and risk management solutions. Generate new business through networking, referrals, and your own business development activity. Work closely with internal broking and claims teams to deliver exceptional client service.
Negotiate with insurers to obtain the best cover and terms for clients. Ensure all client documentation and regulatory requirements are completed accurately and on time. Maintain high levels of client retention while achieving growth targets. About You We're looking for someone who has:
Experience as a Commercial Insurance Account Executive, Development Executive, or Corporate Account Executive. A proven ability to build and maintain strong client relationships. Strong commercial insurance knowledge across a range of products. A track record of winning and retaining business. Excellent communication, negotiation, and presentation skills. Self-motivation and the ability to manage your own workload effectively. Cert CII qualification (or working towards it) is desirable but not essential.
What We Offer An established portfolio generating approximately £250,000 in annual income. Competitive salary with uncapped bonus potential. Flexible and hybrid working. Company car or car allowance. Pension and additional employee benefits. Ongoing professional development and support towards CII qualifications. A collaborative and supportive team environment with genuine opportunities for career progression. If you're an ambitious Account Executive looking to inherit a quality client portfolio while continuing to grow your own book, we'd love to hear from you.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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