Senior Account Executive-managing Director in Birmingham

Account Executives are instrumental in the strategic management of client relationships, championing insurance products and maintaining a high standard of customer service. This pivotal role requires a thorough understanding of insurance policies, risk management, and excellent communication skills, both in managing client relationships and leading internal teams.

The role involves a combination of handling and developing your own clients end-to-end, as well as working with Account Handlers and other Directors to meet clients’ needs, ultimately helping the business achieve its objectives and drive continued growth. You will also be responsible for line managing a team, predominantly Account Handlers. This includes people management and overseeing personal development.

Service and administer a portfolio of commercial and property insurance clients in a timely, professional, and compliant manner. Identify opportunities for recommendations and referrals from existing clients, providing comprehensive protection solutions through appropriate products and services.

Take responsibility for local placement relationships, including arranging meetings, supporting insurer training for staff, and maintaining up-to-date contact lists.

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.

Conduct risk assessments for clients and provide recommendations for coverage or mitigation. Ensure your team adheres to regulatory and company standards, including FCA, GDPR, and internal policies. Support continuous improvement of team processes, systems, and client service delivery.

Act as a liaison between clients and insurance carriers, ensuring timely resolution of issues and claims. Establish and manage strategic partner relationships and foster strong connections with potential clients, influencers, and suppliers.

• Team Leadership & Performance Management: Conduct regular 1:1s, appraisals, and performance reviews.
• Talent Development & Coaching: Support and develop team members to enhance skills, engagement, and career progression. Provide constructive feedback, mentoring, and learning opportunities.
• Workload & Resource Management: Allocate work effectively across the team, ensuring efficiency, fairness, and alignment with client priorities.
• Conflict & Issue Resolution: Address performance or interpersonal issues promptly, transparently, and professionally, escalating where necessary.
• Training & Development Planning: Identify skills gaps and training needs, implementing solutions to upskill the team and improve capability. Support continuous learning and knowledge sharing.

Experience in a similar Account Executive or Account Director role within commercial and/or property insurance. 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). Ability to work efficiently under pressure, with excellent planning, organisational, and time management skills. Confident in the use of relevant systems and software for client management, documentation, and analysis. An innovative and creative approach to problem-solving, with the ability to demonstrate how this has supported client retention or business development. Experience within Commercial General and/or Real Estate insurance. Exposure to team or business change, including supporting colleagues through transition.

Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.