At a Glance
- Tasks: Drive exceptional client service and strengthen relationships with property manager accounts.
- Company: Join Lansdown Insurance Brokers, part of the Benefact Group, a top-rated employer.
- Benefits: Enjoy 28 days leave, bonus schemes, and health benefits while making a difference.
- Other info: Opportunities for career growth and professional development in a supportive environment.
- Why this job: Be part of a growing team that values collaboration and sustainability.
- Qualifications: Experience in commercial insurance and strong relationship-building skills required.
The predicted salary is between 40000 - 48000 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Cheltenham
About The Role
Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for a Partnership Account Executive to join our Cheltenham office. As a Partnership Account Executive, you will be the driving force behind exceptional client service, working at the heart of our Partnership Team at Lansdown. You’ll take ownership of developing and strengthening relationships with our Property Manager Agent accounts, ensuring every interaction reflects our right first time approach to customer experience.
You will be self-motivated and have the ambition, drive, and tenacity to thrive in a fast-paced commercial environment. Your proficient understanding of the UK commercial insurance market will enable you to guide our clients with confidence, anticipate their needs, and ultimately deliver solutions that exceed their expectations.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
What you'll be doing
- Lead the development, negotiation, and conversion of property insurance opportunities, delivering profitable business aligned with strategic and growth objectives.
- Strengthen partnership accounts through regular face-to-face engagement, off-site meetings, and proactive communication that supports Lansdown’s “right first time” approach.
- Manage and nurture commercial and residential property agent accounts, ensuring excellent client service to support retention and new business targets.
- Represent the business at key exhibitions and networking events, maintaining up to date sector insight while uncovering new business opportunities.
- Operate confidently within regulatory frameworks, identifying and escalating risks in line with company and FCA procedures.
What you'll need to have
- Strong background in commercial insurance with hands-on experience managing commercial and residential property portfolios.
- Proven success in generating new business, expanding existing books, and consistently delivering against sales targets.
- Skilled at building trusted relationships with clients, agents, and insurers through regular face-to-face, phone, and written communication.
- Flexible and dependable under pressure, managing workload effectively while contributing positively within a team and able to adapt to evolving business needs.
What makes you stand out
- Expert knowledge and experience of managing property portfolios.
- Cert CII Qualification.
What we offer
- 28 days annual leave plus bank holidays.
- Your birthday off.
- Group Personal Pension.
- Bonus scheme.
- A holiday buy scheme.
- An array of health and wellbeing benefits, company cash plan, income protection and life assurance.
- Enhanced sick pay and parental leave.
- Support and funding toward study and professional qualifications.
- Paid time off for volunteering.
Hear from the hiring manager
We’re seeking a Partnership Account Executive to join our growing business and work with our friendly and experienced Partnership team to continue to deliver exceptional results. If you’re looking for an opportunity to further your career in the Partnership insurance world, we’d love to hear from you.
About Us
Lansdown Insurance Brokers is an established property insurance broker with over 60 years’ experience of offering specialist products and advice for landlord, business and personal lines insurance. In 2014 we were purchased by SEIB Insurance Brokers and are now proudly part of the Benefact Group. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
Partnership Account Executive in Cheltenham employer: Lansdown Insurance Brokers
Lansdown Insurance Brokers, part of the Benefact Group, is an exceptional employer located in Cheltenham, offering a collaborative and inclusive work culture that prioritises employee growth and development. With a commitment to making a positive impact through charitable giving, employees enjoy generous benefits including 28 days of annual leave, a bonus scheme, and support for professional qualifications, all while working in a dynamic environment that values ambition and teamwork.
Contact Details:
Lansdown Insurance Brokers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Partnership Account Executive in Cheltenham
✨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 Lansdown Insurance Brokers. 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 Partnership Account Executive in Cheltenham
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 Lansdown Insurance Brokers.
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 Lansdown Insurance Brokers'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 Lansdown Insurance Brokers
✨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 Lansdown Insurance Brokers.
✨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 Lansdown Insurance Brokers 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 Lansdown Insurance Brokers 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.
