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- Tasks: Manage and retain a portfolio of existing commercial accounts with a focus on client service.
- Company: Thriving Leeds-based broker with a strong team culture and client-centric approach.
- Benefits: Salary up to £55,000, performance-related bonus, and hybrid working model.
- Why this job: Inherit a lucrative portfolio and make a real impact in a supportive environment.
- Qualifications: Experience in commercial insurance and strong client relationship skills.
- Other info: Dynamic role with excellent career growth opportunities in a collaborative team.
The predicted salary is between 45000 - 55000 £ per year.
Job Type: Permanent
Sector: General Insurance
Specialism: Account Executive, Commercial
Location: Yorkshire & Humberside
Town/City: Leeds City Centre
Salary range: £40,000 - £49,999, £50,000 - £59,999
Salary Description: To £55,000 (Negotiable) plus bonus
Posted: 05-Dec-25
Start Date: ASAP
Recruiter: Aston Charles
Job Ref: RJ2417AE
Job Views: 3
“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.
Aston Charles - a personalised service from industry experts
General Insurance and Financial Services Recruitment
Commercial Account Executive (£250K Inherited Portfolio & No Sales Targets) in Leeds employer: Aston Charles
Contact Detail:
Aston Charles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Executive (£250K Inherited Portfolio & No Sales Targets) in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Be ready to showcase your skills! When you get that interview, prepare to discuss how your experience aligns with managing existing client portfolios. Highlight your knowledge of commercial insurance covers and your client-centric approach.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows you're genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate and find the right fit for you.
We think you need these skills to ace Commercial Account Executive (£250K Inherited Portfolio & No Sales Targets) in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your knowledge of commercial insurance covers and any client-facing roles you've had. We want to see how you can be that safe pair of hands for our clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and how you can contribute to our team culture. Remember, we’re looking for someone who’s ready to roll up their sleeves and get involved.
Showcase Your Client Management Skills: In your application, emphasise your experience in managing existing client portfolios. We want to know how you've successfully retained clients and identified opportunities for cross-selling. This role is all about building strong relationships!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Aston Charles
✨Understand the Client-Centric Culture
Before your interview, take some time to research the company’s approach to client service. Since they value a collaborative environment and a strong team identity, think about how you can demonstrate your own commitment to client satisfaction and teamwork during the conversation.
✨Showcase Your Insurance Knowledge
Brush up on your knowledge of various commercial insurance covers like property, liability, and motor. Be prepared to discuss specific examples from your experience where you successfully managed client portfolios or identified gaps in coverage, as this will show you’re ready for the hands-on nature of the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations with clients. Think of scenarios where you had to negotiate with insurers or resolve client issues. Practising these responses will help you convey your problem-solving skills and ability to maintain strong client relationships.
✨Emphasise Your Adaptability
Given the dynamic nature of the role, it’s important to highlight your adaptability. Share examples of how you’ve successfully transitioned between different tasks or roles, especially if you’ve worked in both account management and new business environments. This will reassure them that you can thrive in a hybrid model.
