Commercial Account Executive

An established and highly regarded independent insurance brokerage in Yorkshire is looking to recruit an experienced Account Executive to join their growing team in York. This is a relationship-led role with a genuine long-term career opportunity, suited to either an experienced Account Executive ready to take on an existing portfolio or an ambitious professional looking to take the next step.

The business has a strong reputation for delivering personal, professional advice across commercial, rural and private client lines. If you are looking for a role where relationships matter and where you can make a real difference to clients, this could be the opportunity for you.

RESPONSIBILITIES

• Manage and develop a portfolio of commercial and rural insurance clients as their primary point of contact
• Conduct regular client reviews and provide professional, tailored insurance advice
• Identify opportunities for cross-selling and introducing additional services
• Generate new business through networking, referrals and relationship development
• Follow up qualified leads generated by the wider business
• Work closely with insurers and underwriters to secure appropriate solutions for clients
• Ensure all activities comply with FCA requirements and internal procedures

DAY-TO-DAY

• Managing renewals, mid-term adjustments and new business enquiries across your portfolio
• Attending client meetings and annual reviews to understand evolving business needs
• Liaising with underwriters and insurers to obtain quotations and negotiate terms
• Collaborating with an experienced broking and account handling support team
• Maintaining accurate and up-to-date client records in line with compliance requirements
• Keeping abreast of market developments, product changes and regulatory updates

EXPERIENCE

• Proven experience in commercial insurance broking, account management or client-facing sales
• Background in rural or agricultural insurance is highly desirable
• Experience managing and growing a client portfolio with strong retention performance
• Track record of new business generation and lead conversion
• High Net Worth private client experience is advantageous
• Comfortable dealing with business owners, farm owners and high-value private clients

SKILLS

• Cert CII qualified, working towards qualification, or willing to study
• Full UK driving licence.
• Excellent communication and interpersonal skills, personable, credible and professional
• Self-motivated and well organised with the ability to manage a varied workload independently
• Strong relationship-builder with the ability to earn client trust and deliver continuity of service
• Commercially minded with a consultative approach to client development

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