Account Executive – Book to inherit

Overview

In this role you inherit a 250k–260k income book from day one and focus on retaining, managing, and growing established client relationships. You work within a collaborative independent brokerage with dedicated broking support, enabling you to prioritise client engagement over administrative tasks. The position combines portfolio management with selective new business, offering autonomy to shape long-term client outcomes. This is a chance to build impact by deepening trusted relationships across a high-quality SME and smaller corporate client base.

Responsibilities

• Retain, manage and develop an existing client portfolio
• Meet clients and understand their needs
• Identify cross-sell and growth opportunities within the portfolio
• Balance new business activity with portfolio stewardship
• Leverage dedicated broking support to focus on client relationships and portfolio development

Key requirements

• Experience in commercial insurance client-facing roles preferred but not essential
• Comfort with managing relationships and taking ownership of a portfolio
• Strong communication and interpersonal skills
• Ability to work autonomously within a collaborative environment

• relationship-building
• proactive communication
• client-centric mindset
• commercial insurance knowledge
• portfolio management
• broking and client management processes

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