Account Executive – Commercial Insurance

Job Market: Insurance | Commercial Insurance Jobs | Insurance Account Executive Jobs

Job Location: Buckinghamshire

We are currently recruiting for an experienced Account Executive – Commercial Insurance to join a successful insurance team focused on commercial insurance, client relationship management, new business development and account growth.

As a Commercial Insurance Account Executive, you will play a key role in driving new business growth, client retention, cross-selling and revenue generation across an allocated commercial insurance portfolio. You will build trusted relationships with commercial clients, understand their individual risk profiles and provide professional insurance advice tailored to their business needs.

Working closely with Broking Operations, Account Directors and wider insurance teams, you will help deliver a seamless end-to-end client experience while identifying opportunities to grow existing accounts and develop new commercial insurance business.

This is an excellent opportunity for an experienced Insurance Account Executive, Commercial Account Executive, Insurance Broker or Client Relationship Manager looking to develop their career and progress towards an Account Director position.

Key Duties and Responsibilities

As an Account Executive – Commercial Insurance, your responsibilities will include:

• Manage and develop strong, long-term relationships with commercial insurance clients across an allocated portfolio.
• Develop a detailed understanding of clients’ businesses, commercial risks, insurance requirements and business priorities.
• Provide professional commercial insurance advice, guidance and account management.
• Lead client renewal discussions and develop effective strategies to maximise insurance client retention.
• Identify and generate new commercial insurance business through professional networks, referrals, prospecting and business development activity.
• Develop, manage and maintain a strong new business pipeline with consistent sales and activity discipline.
• Identify cross-selling and account development opportunities across existing commercial insurance clients.
• Convert qualified insurance opportunities into profitable new business and revenue growth.
• Work collaboratively with Broking Operations to ensure effective handovers for renewals, servicing and ongoing client requirements.
• Work with internal teams to resolve commercial insurance client servicing issues efficiently and professionally.
• Ensure client recommendations, insurance documentation and communications meet all relevant regulatory, compliance and internal standards.
• Maintain accurate, complete and audit-ready insurance client records and account information.
• Deliver a consistently high standard of customer service throughout the client journey.
• Contribute to a professional, collaborative and commercially focused insurance team.

Key Requirements

To be successful in this Commercial Insurance Account Executive role, you will ideally have:

• Proven experience in commercial insurance account management, insurance broking, client servicing or insurance sales.
• Strong knowledge of commercial insurance products, policies and insurance market practices.
• A proven track record of managing commercial insurance client relationships.
• Demonstrable experience generating new business, developing pipelines and identifying sales opportunities.
• Experience managing a diverse commercial insurance portfolio.
• Strong understanding of insurance renewals, client retention and account development.
• Experience using insurance broking platforms, such as Acturis.
• Excellent communication, negotiation, presentation and relationship management skills.
• Strong organisational skills with excellent attention to detail.
• Ability to manage competing priorities while maintaining high standards of client service and compliance.
• A proactive, commercially minded approach to insurance sales and account management.

Desirable Insurance Qualifications

Progress towards, or completion of, relevant CII insurance qualifications, including:

• Cert CII – Certificate in Insurance
• Dip CII – Diploma in Insurance

Key Attributes

We are looking for a Commercial Insurance Account Executive who is:

• Client-focused and committed to delivering excellent customer service.
• Commercially minded with a strong focus on business development and revenue growth.
• Proactive and solutions-driven when managing client needs and opportunities.
• A confident communicator and negotiator.
• A collaborative team player who works effectively with broking and operational teams.
• Highly organised with strong attention to detail.
• Professional, accountable and committed to regulatory compliance.
• Motivated to develop their career within the commercial insurance and insurance broking sector.

Career Development

This Account Executive – Commercial Insurance position represents an excellent career development opportunity for an experienced insurance professional seeking progression within commercial insurance broking and account management.

The successful candidate will have the opportunity to strengthen their expertise across commercial insurance, client management, new business development, renewals, cross-selling and portfolio management, while developing towards the next stage of their career as an Account Director.

Diversity and Inclusion

Along with our client, we are committed to building a diverse and inclusive workforce and recruit from the widest available pool of talent.

Our hiring, assessment and selection process is designed to be fair, inclusive and free from bias, ensuring the right person is selected based on merit and suitability for the role.

We treat colleagues, candidates, clients and business partners with equality, fairness and respect, regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

A copy of our Diversity & Inclusion (D&I) Policy can be made available upon request.