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Commercial Account Executive

Job Posted: 22 days ago

Salary: £ 55,000 - 60,000 / Annum
Job Type: Permanent
Location: Shipley, West Yorkshire, BD17 7DB, GB

Expire in: 5 days

Job Description

Job title: Commercial Account Executive

Salary: £Competitive + bonus scheme and excellent benefits

Location: West Yorkshire (hybrid working available)

PURPOSE OF ROLE

An exciting opportunity has arisen for an experienced Commercial Account Executive to join a well-established and highly respected Chartered insurance broker in West Yorkshire, part of one of the UK’s largest and fastest-growing independent broking groups.

The purpose of the role is to take ownership of an existing book of long-standing, loyal commercial clients while actively driving new business growth across the region. You will act as the face of the business for your clients – providing expert advice, building strong relationships and delivering tailored insurance and risk management solutions – all with the support of a dedicated and capable Account Handling team.

RESPONSIBILITIES

• Retain and grow an existing book of commercial clients, with a clear focus on growth.

• Develop new business opportunities through networking, referrals, leads and self-generated prospecting.

• Understand each client’s business operations, opportunities and risks, and their approach to risk management and insurance.

• Offer and present insurance solutions, including insurance policies and other risk management solutions, to secure renewals and new business.

• Negotiate with insurers to achieve the best outcomes for clients in terms of cover, service and premium.

• Work closely with Account Handlers and colleagues to deliver excellent client service and achieve team objectives.

• Ensure all activity is conducted in line with FCA regulations and internal compliance procedures.

DAY-TO-DAY

• Managing your own portfolio of commercial clients, acting as their key point of contact.

• Meeting clients and prospects face-to-face and virtually to review their insurance programmes and identify opportunities.

• Preparing and delivering presentations, reports and renewal proposals.

• Liaising with insurers, underwriters and internal teams to structure and place risks.

• Maintaining accurate records and keeping the client management system up to date.

• Communicating regularly with colleagues and your manager to raise concerns, share solutions and support team performance.

EXPERIENCE

• Proven experience as an Account Executive (or similar client-facing role) within commercial insurance broking.

• A strong general commercial background across a range of classes, e.g. property, casualty, motor fleet and liability.

• A track record of retaining clients and winning new business.

• Experience of working with mid-market commercial clients would be advantageous.

• Cert CII qualified (or working towards) is desirable, with support provided for further professional study.

SKILLS

• Excellent relationship-building, communication and presentation skills.

• Strong negotiation and influencing ability with clients and insurers alike.

• Commercially astute, self-motivated and driven to achieve growth targets.

• Well organised, with the ability to manage a busy and varied portfolio.

• A collaborative team player who thrives in a supportive, service-led environment.

• Full UK driving licence.

If you have the relevant experience or know someone that does, please contact Glenn Youens on (phone number removed) or email (url removed)

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 Commercial Account Executive job near me in Shipley, West Yorkshire, BD17 7DB, GB! 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!