At a Glance
- Tasks: Manage and service a loyal portfolio of existing clients in commercial insurance.
- Company: Thriving Leeds-based broker with a strong team culture.
- Benefits: Competitive salary, performance-related bonus, and hybrid working model.
- Why this job: Inherit a £250K portfolio and focus on client relationships without sales targets.
- Qualifications: Knowledge of commercial insurance and strong client communication skills.
- Other info: Great career growth opportunities in a supportive, collaborative environment.
The predicted salary is between 45000 - 55000 £ per year.
Job Type: Permanent
Sector: General Insurance
Specialism: Account Executive, Trainee (General Insurance)
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
Junior 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 Junior 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 Junior Account Executive role.
✨Tip Number 2
Show off your client service skills! In interviews, share examples of how you've successfully managed client relationships in the past. Remember, they want someone who can nurture existing accounts, so highlight your experience in this area.
✨Tip Number 3
Research the company culture! Since this role is all about teamwork and client-centric service, make sure you understand their values. Tailor your conversations to show how you fit into their collaborative environment.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of standing out.
We think you need these skills to ace Junior 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 experiences that align with the role. Highlight any relevant experience in managing client portfolios and your understanding of commercial insurance covers.
Craft a Personal Cover Letter: Use your cover letter to showcase your passion for client service and teamwork. Mention how you can contribute to the collaborative culture at StudySmarter and why you're excited about this opportunity.
Showcase Your Client Management Skills: In your application, emphasise your ability to build strong relationships with clients. Share examples of how you've successfully managed client needs and addressed any gaps in service.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Aston Charles
✨Know Your Portfolio
Before the interview, take some time to familiarise yourself with the types of clients you'll be managing. Understand their industries and potential risks they face. This will show your interviewer that you're proactive and ready to hit the ground running.
✨Emphasise Client-Centric Approach
Since the role focuses on servicing existing clients rather than chasing new business, highlight your experience in client management. Share examples of how you've built strong relationships and provided excellent service in previous roles.
✨Show Team Spirit
The company values a collaborative environment, so be prepared to discuss how you work well in teams. Mention any past experiences where you contributed to team goals or supported colleagues, especially in client-facing situations.
✨Prepare for Practical Scenarios
Think about potential scenarios you might encounter in this role, such as negotiating with insurers or identifying gaps in coverage. Be ready to discuss how you would handle these situations, demonstrating your problem-solving skills and industry knowledge.