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For Companies At a Glance
- Tasks: Manage and expand a portfolio of loyal clients in commercial insurance.
- Company: Join a well-established brokerage known for its supportive culture and employee value.
- Benefits: Enjoy hybrid working, competitive salary, 27 days leave, and professional development support.
- Why this job: This role offers growth opportunities and a chance to build lasting client relationships.
- Qualifications: Experience in commercial insurance and strong communication skills are essential.
- Other info: Flexible benefits and paid parental leave make this an attractive opportunity.
The predicted salary is between 28800 - 48000 £ per year.
Shipley, United Kingdom Packetts Insurance Brokers
£ None – None (British Pound Sterling)
We are looking for a driven and experienced Account Executive with a background in Commercial Insurance to join a well-established brokerage. This is a fantastic opportunity for someone who thrives on building relationships, retaining key clients, and driving business growth.
Based in North-West Leeds, near Shipley, this role offers hybrid working to provide flexibility. Reporting to the Director, youll be responsible for managing and expanding an established portfolio of loyal clients, many of whom have longstanding relationships with the company. Working alongside a dedicated team of Account Handlers, youll have the support needed to deliver outstanding service and achieve business goals.
Key Responsibilities:
- Provide tailored insurance and risk management solutions, ensuring successful renewals and new business growth.
- Work closely with colleagues and management to identify opportunities, address challenges, and contribute to overall team performance.
- Expand and develop the client base through proactive networking, cross-selling, and up-selling.
- Maximise potential leads provided by the company and explore innovative ways to increase quote volume.
- Develop a strong understanding of each clients business, industry risks, and approach to insurance.
- Maintain compliance with FCA regulations and company service standards.
What Were Looking For:
- A strong background in commercial insurance with experience in client-facing roles.
- A passion for business development and growth, with a proactive and results-driven mindset.
- Ideally, an existing portfolio of clients to bring across and enhance the book of business.
- Exceptional communication and relationship-building skills, with confidence in conducting client visits.
- A commitment to providing excellent customer service and identifying solutions tailored to clients needs.
- Experience working with insurers, clients, and insurance systems (Acturis knowledge is a plus).
- Strong organisational skills with attention to detail and the ability to manage multiple priorities.
Whats in It for You?
Joining this team means becoming part of a supportive, forward-thinking business that values its employees. You\’ll benefit from:
- Competitive salary with an annual pay review and performance bonus.
- Hybrid working (3 days in the office, 2 from home after settling in).
- 27 days annual leaveandbank holidays.
- Pension scheme with 5% employer-matched contributions.
- Flexible benefits package, tailored to your personal needs.
- Group Life Assurance (4x salary).
- Paid maternity, paternity & adoption leave (3 months fully paid).
- Professional development support, including funding for relevant industry qualifications.
If you\’re a commercial insurance professional looking for an opportunity to develop and grow within a well-established, client-focused business, we\’d love to hear from you!
Whats in It for You?
Joining this team means becoming part of a supportive, forward-thinking business that values its employees. You\’ll benefit from:
- Competitive salary with an annual pay review and performance bonus.
- Hybrid working (3 days in the office, 2 from home after settling in).
- 27 days annual leave and bank holidays.
- Pension scheme with 5% employer-matched contributions.
- Flexible benefits package, tailored to your personal needs.
- Group Life Assurance (4x salary).
- Paid maternity, paternity & adoption leave (3 months fully paid).
- Professional development support, including funding for relevant industry qualifications.
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Account Executive employer: The Summit Group
Contact Detail:
The Summit Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Network proactively within the commercial insurance sector. Attend industry events, join relevant online forums, and connect with professionals on LinkedIn to build relationships that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the specific needs and challenges of businesses in the North-West Leeds area. Understanding local market dynamics can help you tailor your approach and demonstrate your commitment to potential clients.
✨Tip Number 3
Showcase your knowledge of FCA regulations and compliance standards during conversations. This will highlight your professionalism and understanding of the industry's legal framework, making you a more attractive candidate.
✨Tip Number 4
Prepare to discuss your previous successes in client retention and business growth. Use specific examples to illustrate how you've built relationships and expanded portfolios, as this aligns perfectly with the responsibilities of the Account Executive role.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in commercial insurance and client-facing roles. Emphasise any previous successes in business development and relationship management to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the insurance industry. Mention specific examples of how you've successfully managed client portfolios and contributed to business growth in your previous positions.
Highlight Relevant Skills: In your application, focus on key skills such as communication, organisational abilities, and knowledge of insurance systems like Acturis. These are crucial for the Account Executive role and will help you stand out.
Showcase Your Client Relationships: If you have an existing portfolio of clients, mention this in your application. Discuss how you plan to leverage these relationships to enhance the company's book of business, demonstrating your proactive approach to client management.
How to prepare for a job interview at The Summit Group
✨Showcase Your Relationship-Building Skills
As an Account Executive, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client relationships in the past, highlighting any long-term partnerships you've developed.
✨Demonstrate Your Industry Knowledge
Familiarise yourself with the commercial insurance landscape and the specific challenges clients face. Be ready to discuss industry trends and how they impact risk management solutions, showing that you can provide tailored advice.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client objections. Think of scenarios where you've successfully navigated challenges or turned a potential loss into a win for your clients.
✨Highlight Your Business Development Experience
Since the role involves expanding the client base, be prepared to discuss your experience in business development. Share specific strategies you've used to generate leads and convert them into loyal clients.
