Account Executive

An exciting opportunity has arisen for an experienced Commercial Account Executive/Account Handler to join a growing, professional insurance brokerage.

The purpose of this role is to generate revenue, drive profitability, and deliver a high-quality, compliant service to commercial clients. You will manage existing accounts, develop new business opportunities, and provide full support to the Managing Director and wider team.

Key Responsibilities

New Business & Growth

• Proactively generate and convert new commercial business opportunities
• Identify cross-selling and referral opportunities
• Prospect new clients through marketing campaigns and promotional activity

Account Management

• Manage a portfolio of commercial clients, including new business, renewals, and mid-term adjustments
• Assess risks and negotiate with insurers to secure appropriate cover
• Present recommendations to clients and ensure cover is placed on risk
• Handle claims efficiently and liaise with insurers and underwriters
• Monitor renewal lists and maintain accurate reporting data

Compliance & Administration

• Ensure all activities comply with FCA regulations and company procedures
• Maintain accurate client records, files, and documentation
• Manage complaints in line with regulatory requirements
• Maintain diary systems and ensure timely follow-up of all client communications

Performance & Development

• Achieve agreed KPIs, including new business, renewals, cross-selling, and profitability
• Maintain high levels of customer service and professional standards
• Participate in ongoing training in line with the company’s Training & Competence programme

The Ideal Candidate

• Previous experience in a Commercial Account Executive or Account Handler role
• Strong knowledge of commercial insurance products and risk assessment
• Proven ability to generate new business and manage renewals
• Excellent negotiation and client relationship skills
• Strong understanding of FCA compliance and regulatory requirements
• Highly organised with strong attention to detail
• Ability to work to targets and deadlines

What’s on Offer

• Salary from £30,000+ (depending on experience)
• Opportunity to grow within a professional and supportive environment
• Long-term career progression