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Client Executive

Job Posted: 14 days ago

Salary: £ 30,000 - 32,000 / Annum
Job Type: Permanent
Location: MK9, Milton Keynes, Buckinghamshire

Expire in: 14 days

Job Description

Client Executive – Commercial Insurance

Build relationships. Drive growth. Make your mark.

Our client, an Insurance Brokers, is a boutique, quality-driven insurance business with a genuine personal touch. They pride themselves on doing things properly — offering tailored advice, building lasting relationships, and delivering exceptional client service.

They are now looking for a Client Executive to join their growing team and play a key role in developing and managing a portfolio of commercial clients.

The Role

You’ll be at the forefront of our business — working directly with clients, understanding their risks, and delivering expert insurance solutions.

This is a client-facing, growth-focused role where you’ll manage your own pipeline, build relationships, and contribute to the continued success of the business.

What You’ll Be Doing

Client Relationship Management

  * Act as a trusted, client-facing representative of the business

  * Meet clients (in person & virtually) to understand their business and risks

  * Provide professional advice on commercial insurance solutions

  * Prepare and present renewal reports and market presentations

  * Deliver outstanding service throughout the policy lifecycle

Business Development & Pipeline Management

Build and manage your own pipeline of new business

Generate leads through networking, referrals, and introducers

Attend events, exhibitions, and client functions

Identify cross-sell and up-sell opportunities

Work towards agreed income and activity targets

Market & Insurer Engagement

Work closely with the internal broking team to secure the best terms

Build strong internal relationships to support client outcomes

Compliance & Regulation

Operate in line with FCA requirements and internal processes

Ensure all advice and documentation is compliant and auditable

Maintain accurate records and excellent file hygiene

Follow Consumer Duty and Treating Customers Fairly (TCF) principles

Systems & Administration

Use Acturis (preferred) to manage policies and documentation

Maintain CRM accuracy and pipeline reporting

Record all client communications appropriately

What We’re Looking For

Essential

Experience in commercial insurance or financial services (broking or underwriting)

Confident and credible in a client-facing role

Strong communication and presentation skills

Ability to manage workload and prioritise effectively

Understanding of FCA regulatory framework

Proactive, professional approach to business development

Desirable

Acturis experience

Working towards (or willing to undertake) CII qualifications

Experience generating business through networking

Who You Are

Ambitious and career-driven

Commercially minded

Highly organised with strong attention to detail

Resilient and comfortable in a growing business

A strong relationship builder with excellent interpersonal skills

Positive, team-oriented, and solutions-focused

How You’ll Be Measured

New business income generated

Client retention levels

Quality and compliance of client files

Pipeline activity and conversion rates

Contribution to overall business growth

What You’ll Get

Competitive salary + expenses

Company pension

21 days holiday + Bank Holidays (increasing with service)

Future profit-share bonus structure

Company phone & laptop

Why Join this Company?

This is more than just a job — it’s an opportunity to grow with a business that values quality over volume, relationships over transactions, and people over process.

If you want to be part of a high-performing, supportive, and ambitious team, we’d love to hear from you.

Quality Personnel acting as an Employment Agency & Business (rated as one of the top 3 Agencies in Milton Keynes for the 6th year running!).

Please note due to the volume of applications we receive you will only be contacted if we are progressing your application

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Executive job near me in MK9, Milton Keynes, Buckinghamshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!