Trainee Account Executive in Leeds

Commercial Insurance Account Executive – Independent Insurance Brokerage

Yeadon | Full-Time | Hybrid (2 days WFH)

Ready to take your insurance career further with a brokerage that values honesty, integrity and a genuine interest in making their clients lives easier? We are excited to be supporting an independent, client-focused firm who are in the process of moving to a new premise in Yeadon due to growth.

They are looking for a Commercial Account Executive to join their team and take on an existing book of clients generating c£150k in income. You’ll manage and grow relationships with a diverse client portfolio, while also having the opportunity to win new business and truly make your mark.

What you’ll be doing

• Manage and nurture relationships with existing commercial clients
• Proactively seek and develop new business opportunities when required
• Respond to warm inbound leads and convert them into active business
• Prepare and present tailored insurance proposals to meet client needs
• Handle policy renewals to ensure excellent client retention rates
• Negotiate competitive terms and premiums with insurers
• Ensure FCA compliance and maintain accurate client records
• Work collaboratively with colleagues to deliver a seamless client experience

What we’re looking for

• Proven experience with an insurance broker is essential
• Either an experienced Account Executive, or someone that is looking to make the step up and take on a portfolio of clients from the MD
• Strong knowledge of commercial insurance products and the wider market
• Excellent communication, negotiation, and relationship-building skills
• Proactive, self-motivated, and client-focused approach
• Cert CII or higher is a bonus, but not essential

What’s on offer

• Competitive base salary £43,000 – £55,000 (DOE)
• 10% commission on all new business and renewals
• Hybrid working – up to 2 days per week from home
• Supportive, down-to-earth team culture
• Ongoing training and professional development
• The chance to thrive in a respected, proudly independent brokerage with real personality

If you’re looking for a role where your expertise is valued, your input is heard, and your clients always come first, then this could be a great opportunity for you.