Commercial Account Executive

• Our client is an award-winning independent insurance broker with the scale and insurer relationships to compete with the largest national firms.
• Independence is central to their identity. This is not a business waiting to be sold to a consolidator. Their long-term independence is secured, providing genuine stability for clients and employees alike.

• Most Account Executive roles talk about building a book. This one starts with one!
• As part of long-term succession planning, we are looking for a Commercial Account Executive to inherit and develop an established portfolio of commercial clients from retiring Account Executives.
• This creates two potential routes into the position.
• You may already be an established Commercial Account Executive looking for a strong independent platform, an existing portfolio and a long-term home.
• Alternatively, you could be an experienced Commercial Account Handler, Account Manager or Broker ready to make the step into your first Account Executive role.
• For someone stepping up, this is a rare opportunity. Rather than starting with an empty book and a new business target, you will inherit established client relationships from day one, supported by an experienced local team, strong insurer relationships and existing introducer connections.
• It's an opportunity to make a name for yourself in the South Wales market with many of the foundations already in place.

• Inherit and develop an established commercial client portfolio
• Build strong, long-term relationships with business owners and decision makers
• Lead client meetings, renewal strategy and programme development
• Work closely with experienced broking and account handling colleagues
• Develop new business through existing introducers, referrals and your own network
• Build your personal profile across the South Wales business community

Applications are welcomed from:

• Experienced Commercial Account Executives or Development Executives
• Senior Account Handlers, Account Managers or Brokers ready for their first Account Executive opportunity
• Experienced Commercial Underwriters looking to move into broking
• You will need strong commercial insurance knowledge, excellent relationship-building skills and the ambition to develop your own portfolio and reputation.
• CII qualifications are welcomed, but capability, credibility and personality matter most.

• An established client portfolio from day one
• Genuine long-term succession opportunity
• Experienced local broking and account handling support
• Established introducer relationships to develop
• Fully flexible hybrid working
• Competitive bonus and long-term incentive plan
• Excellent pension and wider benefits
• The backing of an independent broker with the scale to compete nationally
• Whether you're an experienced Account Executive looking for something different, or an ambitious Commercial Broker ready to take responsibility for your first client portfolio, this is a role well worth exploring.

Reference: SM/106176