At a Glance
- Tasks: Inherit and develop an established portfolio of commercial clients while building strong relationships.
- Company: Award-winning independent insurance broker with a focus on long-term stability.
- Benefits: Competitive salary, flexible hybrid working, excellent pension, and bonus opportunities.
- Other info: Supportive team environment with genuine career progression opportunities.
- Why this job: Step into a ready-made client portfolio and make your mark in the South Wales market.
- Qualifications: Strong commercial insurance knowledge and relationship-building skills are essential.
The predicted salary is between 45000 - 90000 £ per year.
The Business
- Our client is an award-winning independent insurance broker with the scale and insurer relationships to compete with the largest national firms.
- Independence is central to their identity.
This is not a business waiting to be sold to a consolidator.
Their long-term independence is secured, providing genuine stability for clients and employees alike.
The Opportunity
- Most Account Executive roles talk about building a book. This one starts with one!
- As part of long-term succession planning, we are looking for a Commercial Account Executive to inherit and develop an established portfolio of commercial clients from retiring Account Executives.
- This creates two potential routes into the position.
- You may already be an established Commercial Account Executive looking for a strong independent platform, an existing portfolio and a long-term home.
- Alternatively, you could be an experienced Commercial Account Handler, Account Manager or Broker ready to make the step into your first Account Executive role.
- For someone stepping up, this is a rare opportunity.
Rather than starting with an empty book and a new business target, you will inherit established client relationships from day one, supported by an experienced local team, strong insurer relationships and existing introducer connections.
- It's an opportunity to make a name for yourself in the South Wales market with many of the foundations already in place.
The Role
- Inherit and develop an established commercial client portfolio
- Build strong, long-term relationships with business owners and decision makers
- Lead client meetings, renewal strategy and programme development
- Work closely with experienced broking and account handling colleagues
- Develop new business through existing introducers, referrals and your own network
- Build your personal profile across the South Wales business community
What We're Looking For
Applications are welcomed from
- Experienced Commercial Account Executives or Development Executives
- Senior Account Handlers, Account Managers or Brokers ready for their first Account Executive opportunity
- Experienced Commercial Underwriters looking to move into broking
- You will need strong commercial insurance knowledge, excellent relationship-building skills and the ambition to develop your own portfolio and reputation.
- CII qualifications are welcomed, but capability, credibility and personality matter most.
What You Will Get
- An established client portfolio from day one
- Genuine long-term succession opportunity
- Experienced local broking and account handling support
- Established introducer relationships to develop
- Fully flexible hybrid working
- Competitive bonus and long-term incentive plan
- Excellent pension and wider benefits
- The backing of an independent broker with the scale to compete nationally
- Whether you're an experienced Account Executive looking for something different, or an ambitious Commercial Broker ready to take responsibility for your first client portfolio, this is a role well worth exploring.
- Salary: £45,000 - £90,000 DOE, plus Bonus, Long Term Incentive and Excellent Benefits
- Hybrid working: Fully flexible
Contact
Steve Mallaband
Candidate care
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion.
Please be advised that if unsuccessful for this role we may keep your details in our hold file for 6 months, during which time you may be contacted for other suitable vacancies.
If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
Commercial Account Executive in Swansea employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Executive in Swansea
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jobiqo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Commercial Account Executive in Swansea
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jobiqo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jobiqo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jobiqo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jobiqo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jobiqo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jobiqo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
