Account Executive - Book to inherit

Account Executive - Book to inherit

Full-Time No working from home possible
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At a Glance

  • Tasks: Manage and develop an existing portfolio of high-end clients from day one.
  • Company: Established independent insurance broker with a strong reputation.
  • Benefits: £250k+ income potential, dedicated support, and realistic expectations.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Inherit a substantial client book and focus on building relationships.
  • Qualifications: Experience in account management and client relationship skills.

How often does an Account Executive opportunity come with a £250k+ income book ready to inherit from day one?

I'm working with a highly respected, established independent insurance Broker looking for a Commercial Account Executive to take ownership of an existing portfolio generating approximately £250k-£260k in income.

The book is made up of high-end SME and smaller corporate clients, with individual cases typically generating around £5k-£15k income.

So rather than starting with a blank sheet of paper, you'll have an established portfolio of clients to meet, relationships to develop and a substantial book to make your own from the outset.

The opportunity The emphasis here is on retaining, managing and developing the existing portfolio, getting to know your clients properly and identifying opportunities to grow those relationships.

There is a new business element to the role, but the expectations are realistic and balanced alongside the size of the existing book you'll inherit.

You'll also have dedicated broking support, allowing you to focus your time on clients, relationships and developing the portfolio rather than being dragged into every element of the day-to-day administration.

Who would this suit?

You could already be an Account Executive looking for an opportunity where there's a genuine book to inherit, alongside sensible expectations around...

Account Executive - Book to inherit employer: IDEX Consulting Ltd Careers

Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.

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Contact Details:

IDEX Consulting Ltd Careers Recruitment Team

We think you need these skills to ace Account Executive - Book to inherit

Client Relationship Management
Portfolio Management
Business Development
Insurance Knowledge
Sales Skills
Communication Skills
Negotiation Skills