Commercial Account Executive (£250K Inherited Portfolio & No Sales Targets)...

“We’re not looking for a sales-machine who is going to kick down doors writing new business. What I am looking for is a safe pair of hands who can service a loyal portfolio of existing clients”, so says the MD of this thriving Leeds based broker.

This is a superb opportunity to inherit a portfolio of commercial accounts generating circa £250,000 in commission and fee income, with clients ranging in size and complexity, and individual income falling between £1,000 and £10,000. Clients are from a range of industries such as property owners, tech and retail, but with a slight bias towards wheels-oriented sectors such as haulage and motor trade.

You will build a strong understanding of your clients’ businesses and their exposures to risk, and should you discover their insurance programme has any gaps in cover, you will work with colleagues to ensure these are appropriately mitigated. Whilst the focus on this role is very much on the management and retention of existing business, you will remain alert to opportunities to cross and up sell ancillary covers. You will also be responsible for negotiating with insurers to secure your clients the most comprehensive cover at competitive premiums.

Whilst you will benefit from the support of a team of Account Handlers, Brokers and Administrators, the MD explains, “Given the size of some of the clients, I see this as quite a ‘hands-on’ role and, sometimes, if it delivers a better outcome, then the Exec’ should be willing to muck in and, for example, add a vehicle to a fleet”. The MD continues, “We’ve worked hard to create a strong sense of team identity, and have real client-centric culture – I’m willing to do my own broking when needs be, and so should the Account Exec’s”.

We welcome applications from experienced Commercial Account Executives, as well as Account Handlers, New Business Brokers and ‘Desk-Top’ Exec’s who are looking to move into their first fully client-facing role. You must have a good all round knowledge of a variety of commercial insurance covers such as property, liability, motor and professional indemnity. You should also be comfortable dealing with clients (both blue and white collar), face to face, over the phone and on email. Clearly, with such a strong culture, you must also share this team’s passion for client service, and you’ll enjoy working in a collaborative environment, where people strive to hit shared goals and objectives.

Depending on experience, we anticipate a salary of £45,000 - £55,000 being awarded, although there is certainly scope to negotiate for outstanding candidates. You will also benefit from a performance-related bonus (geared towards client service and retention, rather than new business) and a comprehensive range of benefits.

This broker is based in Leeds city centre, close to the train station and major bus routes, as well as all the local shops, bars and amenities. It operates a hybrid model, with you being welcome to work from home roughly 50% of the week, with the remainder of the time being split between being in the office or out seeing clients.