Account Direct / Senior Account Executive

About the role

The role combines hands-on client management, business development, and line management of a team (predominantly Account Handlers). The successful candidate will manage a renewal book of c. £250-300k, drive business growth, and maintain high standards of service and compliance. While client development is important, exceptional team leadership and people management skills can be prioritised if a candidate excels in coaching, motivating, and developing a high-performing team.

Key duties

• Client Acquisition and Retention: Service and administer a portfolio of commercial and property insurance clients in a timely, professional, and compliant manner. Analyse clients' insurance needs and recommend suitable coverage options, liaising with the wider team where required. Ensure the Demands & Needs (DNA) process is followed for all clients, with particular focus on increasing penetration in areas currently below company average, such as D&O and Cyber. Build and maintain strong client relationships by attending meetings, understanding demands and needs, and providing informed advice on a wide range of coverages. Ensure a clear plan exists for all clients, including face-to-face meetings where possible. Identify opportunities for recommendations and referrals from existing clients, providing comprehensive protection solutions through appropriate products and services.
• Policy Management: Evaluate insurance policies to ensure they meet clients' requirements. Assist clients in understanding policy terms, conditions, and coverage. Process policy renewals, endorsements, and cancellations efficiently. Maintain accurate and up-to-date client records on the company electronic filing system.
• People Management and Development: Conduct regular 1:1s, appraisals, and performance reviews. Set clear objectives and monitor progress to ensure the team meets client and business expectations. Support and develop team members to enhance skills, engagement, and career progression. Provide constructive feedback, mentoring, and learning opportunities. Allocate work effectively across the team, ensuring efficiency, fairness, and alignment with client priorities. Monitor pre-renewals, renewals, and ongoing client requirements. Promote a positive team culture, recognising achievements, encouraging collaboration, and maintaining morale. Conduct regular wellbeing check-ins, particularly during periods of change. Address performance or interpersonal issues promptly, transparently, and professionally, escalating where necessary. Identify skills gaps and training needs, implementing solutions to upskill the team and improve capability. Support continuous learning and knowledge sharing.

Key requirements

• Experience in a similar Account Executive or Account Director role within commercial and/or property insurance.
• Demonstrable experience retaining and growing an existing portfolio of clients, alongside identifying, generating, and converting new business opportunities.
• Experience dealing directly with insurance markets, including working with insurers and placement teams to secure appropriate cover.
• Proactive line management experience, including regular 1:1s, performance management, and ownership of personal development plans.
• Good technical knowledge of insurance products, with the ability to present confidently to clients or internal audiences on insurance-related topics when required (with appropriate training and support).
• Professional insurance qualification, such as ACII, or working towards.

Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances. A copy of our D&I policy can be made available upon request.