Commercial Account Executive in Doncaster

Job title: Commercial Account Executive

Salary: £65,000

Location: Doncaster – Hybrid

PURPOSE OF ROLE

An exciting opportunity has arisen for an experienced Commercial Account Executive to join a growing insurance business in Doncaster.

The successful candidate will take responsibility for developing and managing a portfolio of commercial insurance clients, with a strong focus on building long-term relationships, generating new business and identifying opportunities to grow existing accounts.

You will act as a trusted adviser to your clients, understanding their individual business needs and providing tailored insurance solutions, while working closely with insurers, broking teams and specialist colleagues to deliver a high-quality service.

RESPONSIBILITIES

• Develop new commercial insurance opportunities through networking, referrals, prospecting and existing relationships.
• Build and maintain strong, long-term relationships with commercial clients across a range of sectors.
• Manage and develop an existing portfolio, identifying opportunities for growth and additional income.
• Lead renewal and placement discussions to achieve appropriate and competitive outcomes for clients.
• Identify opportunities to cross-sell and broaden existing client relationships.
• Work closely with Account Handlers, Broking Operations, insurers and specialist teams to provide a seamless client experience.
• Contribute to business growth, revenue generation, client retention and portfolio performance.
• Ensure all client activity is managed professionally and in line with FCA regulations and internal compliance requirements.
• Develop a strong understanding of clients' businesses, risks and changing insurance requirements.

DAY-TO-DAY

• Managing a portfolio of commercial insurance clients and acting as their key point of contact.
• Building relationships with existing clients and identifying opportunities to develop the account.
• Generating and following up new business opportunities.
• Attending client meetings both virtually and face-to-face.
• Discussing renewals and developing appropriate insurance solutions.
• Negotiating with insurers and working with internal broking teams on placement.
• Networking and developing relationships within the local and wider commercial market.
• Maintaining accurate client and CRM records.
• Working collaboratively with colleagues and insurer partners to deliver positive client outcomes.
• Travelling to meet clients and attend relevant business development activities when required.

EXPERIENCE

• Proven experience developing and managing commercial insurance client relationships.
• Demonstrable experience winning new business and/or developing existing commercial accounts.
• Strong knowledge of commercial insurance products and the insurer market.
• Experience managing a portfolio of commercial clients.
• Strong understanding of the commercial broking process.
• Experience working towards income, growth, retention or new business targets.
• Good understanding of FCA regulations and compliant ways of working.
• Experience using insurance broking and CRM systems.
• Cert CII qualified or actively working towards a professional insurance qualification would be advantageous.
• Experience with Acturis or a similar insurance system would be beneficial.

SKILLS

• Strong client relationship and communication skills.
• Commercially minded with a proactive approach to business development.
• Excellent negotiation and influencing skills.
• Confident dealing with clients, insurers and senior stakeholders.
• Strong understanding of client needs and the ability to provide consultative solutions.
• Organised with excellent attention to detail.
• Resilient and motivated by achieving results.
• Able to work independently while also collaborating effectively with wider teams.
• Strong market awareness and ability to identify commercial opportunities.
• Professional, customer-focused and accountable in approach.