At a Glance
- Tasks: Manage and grow a portfolio of commercial insurance clients while building strong relationships.
- Company: A growing independent insurance brokerage in Leeds with a vibrant culture.
- Benefits: Competitive salary, uncapped bonus, and hybrid working options.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on client relationships without cold calling.
- Qualifications: Experience in commercial insurance and strong relationship-building skills.
The predicted salary is between 30000 - 40000 £ per year.
A growing independent insurance brokerage in Leeds has a fantastic opportunity for an up and coming Account Executive to take on an existing portfolio of small to medium clients. This is a fantastic opportunity for someone who enjoys building client relationships while developing new business. You will inherit and manage an existing book of clients while also converting new enquiries through warm leads and referrals (NO COLD CALLING).
The Role:
- Manage and grow a portfolio of commercial insurance clients generating c£150k in income
- Build strong relationships and act as the main point of contact
- Identify opportunities to cross-sell and generate new business
- Conduct insurance reviews to ensure clients have suitable cover
- Negotiate with insurers to obtain competitive terms and premiums
- Manage policy renewals and mid-term adjustments
- Support clients during the claims process
- Ensure compliance with FCA and industry regulations
- Premiums typically range from £5,000 to £50,000, working with a wide range of SME businesses
What We’re Looking For:
Experience in commercial insurance.
Account Executive - Existing Portfolio employer: Bell & Co Professional Recruitment Ltd
Join a dynamic and growing independent insurance brokerage in Leeds, where you will thrive in a supportive work culture that values client relationships and professional development. With hybrid working options, competitive salary, and uncapped bonuses, this role offers not only financial rewards but also the chance to grow your career in a collaborative environment focused on employee success and satisfaction.
Contact Details:
Bell & Co Professional Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive - Existing Portfolio
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your experience in managing client portfolios and your knack for building strong relationships. Use real examples to demonstrate how you've successfully grown business in the past.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can add value. This will not only impress them but also help you feel more confident when discussing how you can manage and grow their existing portfolio.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream job!
We think you need these skills to ace Account Executive - Existing Portfolio
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Executive role. Highlight your experience in managing client portfolios and building relationships, as these are key for us. Use specific examples that showcase your skills in commercial insurance.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you’re passionate about the role and how your background fits with our needs. Mention your experience with warm leads and your approach to client management.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you’ve achieved! Include metrics or examples of how you’ve successfully grown client portfolios or improved client satisfaction in previous roles.
Apply Through Our Website:We encourage you to apply 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 from us!
How to prepare for a job interview at Bell & Co Professional Recruitment Ltd
✨Know Your Portfolio
Before the interview, make sure you understand the existing portfolio you'll be managing. Familiarise yourself with the types of clients and their needs. This will help you demonstrate your ability to build strong relationships and show that you're ready to take on the responsibility.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss specific strategies you've used to engage clients and how you can apply those to the role. This is key for an Account Executive!
✨Understand the Insurance Landscape
Brush up on your knowledge of commercial insurance, especially regarding SMEs. Be prepared to discuss current trends, challenges, and opportunities in the industry. This will show that you're not just interested in the role but also invested in the field.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This could be about their approach to client management or how they support their Account Executives. Asking questions shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
