Commercial Account Executive
7 days ago
Shipley
Job title: Commercial Account Executive \n Salary: £Competitive + bonus scheme and excellent benefits \n Location: West Yorkshire (hybrid working available) \n \n PURPOSE OF ROLE \n 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. \n 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. \n \n RESPONSIBILITIES \n • Retain and grow an existing book of commercial clients, with a clear focus on growth. \n • Develop new business opportunities through networking, referrals, leads and self-generated prospecting. \n • Understand each client’s business operations, opportunities and risks, and their approach to risk management and insurance. \n • Offer and present insurance solutions, including insurance policies and other risk management solutions, to secure renewals and new business. \n • Negotiate with insurers to achieve the best outcomes for clients in terms of cover, service and premium. \n • Work closely with Account Handlers and colleagues to deliver excellent client service and achieve team objectives. \n • Ensure all activity is conducted in line with FCA regulations and internal compliance procedures. \n \n DAY-TO-DAY \n • Managing your own portfolio of commercial clients, acting as their key point of contact. \n • Meeting clients and prospects face-to-face and virtually to review their insurance programmes and identify opportunities. \n • Preparing and delivering presentations, reports and renewal proposals. \n • Liaising with insurers, underwriters and internal teams to structure and place risks. \n • Maintaining accurate records and keeping the client management system up to date. \n • Communicating regularly with colleagues and your manager to raise concerns, share solutions and support team performance. \n \n EXPERIENCE \n • Proven experience as an Account Executive (or similar client-facing role) within commercial insurance broking. \n • A strong general commercial background across a range of classes, e.g. property, casualty, motor fleet and liability. \n • A track record of retaining clients and winning new business. \n • Experience of working with mid-market commercial clients would be advantageous. \n • Cert CII qualified (or working towards) is desirable, with support provided for further professional study. \n \n SKILLS \n • Excellent relationship-building, communication and presentation skills. \n • Strong negotiation and influencing ability with clients and insurers alike. \n • Commercially astute, self-motivated and driven to achieve growth targets. \n • Well organised, with the ability to manage a busy and varied portfolio. \n • A collaborative team player who thrives in a supportive, service-led environment. \n • Full UK driving licence. \n \n If you have the relevant experience or know someone that does, please contact Glenn Youens on or email \n