Commercial Account Executive

Account Executive (New Business) – Commerical
Governance Structure
UK Retail
Department/ Team
Commercial
Location
Leamington Spa
Contract Type
Permanent
Working Hours
Full Time
Working Type
Office Based / Hybrid
Line Manager
Divisional Director • Commercial Leamington
People Leader
No
Senior Manager/Certified
No
Team Profile
Clear Group Leamington Spa team is a well established branch, specialising in Commercial Insurance solutions (Property, Casualty, Motor, Professional Negligence including Cyber and Management Liability) for a variety of industries. Known for its friendly, supportive, and collaborative work environment, the team consists of experienced Account Executives and Handlers who are committed to providing professional and personalised insurance guidance. Whether working with local or national clients, the team prides itself on delivering tailored, efficient, and high quality service in partnership with a broad network of insurer partners.
The branch\’s story began in Knowle in 1992 before relocating to Leamington Spa six years later. It became part of the Clear family in 2014 and has continued to grow, strengthening its presence in the Coventry and Bedford areas through the acquisition of HIA International in 2021. This rich history reflects the branch\’s expertise and strong client relationships.
Position Profile
As an Account Executive at Clear Group, you will play a pivotal role in driving business growth and strengthening client relationships. Focused on both new business acquisition and client retention, you will actively seek out and identify fresh opportunities, while ensuring existing clients\’ evolving needs are met with expert insurance solutions.
You will work closely with clients to provide tailored advice, manage policy renewals, and navigate the complexities of the insurance market. This is a proactive, results-driven role that requires a mix of new business development, strong client service, and in-depth industry knowledge.
We are looking for someone who can balance business growth with long-term client satisfaction, all while ensuring compliance with industry regulations and Clear Group\’s service standards.
Key Responsibilities
Client Relationship Management:

• Act as a strategic advisor to your clients, building deep, consultative relationships based on trust, expertise, and consistency.
• Anticipate client needs by maintaining a strong understanding of their business challenges and market landscape.
• Deliver a personalised experience, tailoring solutions and communications to fit client profiles, business types, and industry sectors.
• Champion client satisfaction, proactively resolving issues and continuously seeking ways to add value and improve retention.

New Business Development:

• Drive growth by identifying, pursuing, and converting new business opportunities across your network, referrals, and the wider market.
• Adopt a consultative approach to understand prospective clients\’ needs, delivering bespoke insurance solutions that demonstrate value and build trust.
• Build a strong personal pipeline through proactive outreach, networking events, and by leveraging existing relationships to create warm leads.
• Collaborate with marketing and internal teams to support campaign activity, nurture prospects, and follow up on inbound enquiries.
• Maintain an entrepreneurial mindset, continuously scanning the market for emerging opportunities, niche risks, or under-served sectors.
• Present professionally and with impact, both in person and virtually, to influence decision-makers and secure long-term client wins.
• Meet and exceed business growth targets, contributing to the Clear Group\’s wider commercial objectives while maintaining the highest service standards.

Renewal and Policy Management:

• Lead the end-to-end renewal cycle, ensuring timely engagement, effective negotiation, and optimal policy outcomes for each client.
• Use insights and benchmarking data to justify terms and demonstrate value to clients during the renewal process.
• Support clients through changes in risk profile, reviewing their coverage as their businesses evolve or expand.
• Ensure retention through proactivity, clear communication, and by consistently exceeding expectations.

Compliance and Risk Management:

• Embed a culture of compliance in every client interaction, championing ethical standards and transparency.
• Interpret and communicate regulatory updates clearly to clients, ensuring they understand their obligations and exposures.
• Support internal risk management by flagging potential issues early and contributing to a robust compliance-first culture.
• Document with diligence, maintaining accurate, audit-ready records that reflect professionalism and regulatory awareness.

Collaboration and Teamwork:

• Foster a collaborative culture, supporting Account Handlers and junior team members with guidance, mentorship, and shared goals.
• Encourage cross-functional communication, ensuring seamless service delivery across departments.
• Contribute to a positive team ethos, celebrating successes, sharing insights, and lifting others to collectively exceed targets.

Market Knowledge and Industry Engagement:

• Actively monitor and interpret insurance market trends, regulatory updates, and emerging risks to keep your clients ahead of the curve.
• Leverage your industry knowledge to position Clear Group as a thought leader and trusted advisor in a competitive marketplace.
• Develop and maintain strategic relationships with insurers, brokers, and industry networks to unlock better deals, exclusive insights, and early access to product innovation.
• Represent Clear at industry events, roundtables, and forums, contributing to the brand\’s visibility and bringing back valuable intelligence to inform strategy and service delivery.
• Share insights internally to support continuous learning, collaboration, and client-focused innovation across the team.

Candidate Profile
Experience and Qualifications
Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. Desirable attributes, skills, and qualifications will be considered a strong advantage.
Essential:

• Proven experience as an Account Executive within the insurance sector, with a focus on commercial insurance and new business development.
• Strong knowledge of insurance products, markets, and underwriting processes.
• Demonstrated ability to generate new business through networking, referrals, and proactive sales efforts.
• Experience in managing client portfolios, understanding their evolving needs, and ensuring long-term client retention.
• Proficiency in using insurance platforms and client management systems.
• Comprehensive understanding of compliance regulations, including FCA regulations and Consumer Duty obligations.

Desirable:

• ACII qualification or willingness to work towards it, with business support.
• Experience using Acturis or similar systems for policy management, client communication, and report generation.

Key Attributes

• Excellent communication and negotiation skills, with the ability to build trust and influence clients and stakeholders.
• Strong organisational skills, with the ability to prioritise and manage multiple tasks efficiently.
• A proactive, solution-oriented approach to client management and new business development, ensuring that both client retention and growth are achieved.
• A client-focused mindset, ensuring high standards of service, satisfaction, and value in every interaction.

Value Alignment and Professional Behaviour
As part of Clear Group, we expect all employees to align with our values. We are dedicated to fostering an environment where individuals are empowered to succeed, and where collaboration and continuous growth are encouraged.

• Professionalism: We conduct ourselves as role models, in a professional manner and possess the necessary knowledge and skills to provide expert advice and guidance to stakeholders.
• Excellence: We are dedicated to providing excellent customer service and being responsive to the needs and concerns of our stakeholders.
• Resilience: Driven to succeed, we adapt to changes we face within the insurance market and within the growing organisation.
• Respect: We prioritise the needs of individuals and treat each other with dignity & respect providing an environment where they feel valued.
• Commitment: We are committed to developing; long term, sustainable relationships which are mutually beneficial; and ourselves to be our best.
• Simplicity: We will break down complex ideas, tasks, or products into smaller, more manageable components, and communicate information clearly and effectively.

Position Expectation &Scope
This role profile outlines the core responsibilities and requirements for this position, which represent approximately 80% of the standard expectations. Duties and requirements may vary across different teams and projects.
Evaluation/Benchmarking
Renumeration for this role will be determined based on a confidential evaluation and benchmarking process. Specific salary details and remuneration packages are proprietary and will be discussed individually with selected candidates.