At a Glance
- Tasks: Manage and grow a diverse portfolio of commercial clients while providing tailored insurance solutions.
- Company: Join Packetts, a leading Chartered Insurance Broker with over 100 years of experience.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and professional development support.
- Other info: Be part of a supportive culture with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients navigate their insurance needs in a dynamic environment.
- Qualifications: Experience in the insurance industry, strong communication skills, and a passion for client service.
The predicted salary is between 35000 - 42000 £ per year.
The role involves looking after an existing book of Commercial business to retain and grow. The book mainly consists of complex Commercial clients, including Royal Medical Colleges, Trade Associations and Member Bodies, worth approximately £500k income.
Some key objectives & responsibilities will include:
- Offer and present insurance solutions including insurance policies and other risk management solutions, with the purpose to secure renewal and/or new business.
- Identify and pursue cross-selling, up-selling and similar opportunities.
- Utilise all leads provided by the company and develop new and efficient ways to increase the quote volume.
- Achieve or exceed agreed volume of Quotes/Sales/Income generated from all marketing sources including personal prospecting activity.
- Understand client’s business operations, opportunities and risks and their approach to risk management and insurance.
- Ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA.
As one of our Account Executives, you'll be able to build & strengthen relationships easily, doing client visits (if and when needed) and staying in regular communication. You'll have a passion for providing solutions and a flair for spotting opportunities that will help existing and new clients going forward. You will also be or have:
- Insurance industry background, especially Commercial.
- Experience in dealing with complex clients, with demonstrable history of strong retention rates and growing a book of business.
- Great customer service and communication skills.
- Excellent telephone manner, being able to network & build working relationships easily.
- Drive and genuine passion to learn and develop within Insurance and sales.
- Acturis system knowledge (ideally).
When you join us, you can expect a supportive culture and an attractive range of rewards and benefits which include:
- Competitive salary with an annual pay review and bonus scheme.
- Flexibility with Hybrid working options (3 in the office and 2 from home once settled in).
- 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) + bank holidays.
- Auto enrolment into our excellent pension scheme (5% employer matched contribution).
- Flex-benefits - A range of flexible benefits to choose from, that are most important to you.
- Group Life Assurance cover - a massive X4 of salary.
- 3 months Maternity, Paternity & Adoption leave all fully paid.
- Professional qualification study support relevant to your role and career.
- Perks at work - amazing discounts on cinema tickets, meals out, luxury items etc.
- Holiday purchase scheme - up to 5 days annually.
Packetts is one of the UK’s largest and long established independent Chartered Insurance Brokers, based in Shipley and part of the Jensten Group. With a proud heritage of over 90 years, Packetts has built a reputation for delivering trusted advice, tailored protection, and consistently high service standards. Specialising in commercial, not for profit, and specialist insolvency insurance, Packetts provides bespoke solutions shaped around each client’s unique risks and requirements.
Jensten is one of the UK’s leading insurance intermediary groups, known for putting clients and people first. Since launching in 2018, we've built a standout business in a crowded marketplace - combining scale, deep technical expertise and entrepreneurial spirit. Jensten is entering an exciting new chapter, with the business evolving into two clearly defined trading divisions: Broking and Product & Distribution.
The Broking division will bring together Regional Broking, Specialist Lines & London Markets, and also Network Broking - while Product & Distribution will unite Jensten’s market-leading Schemes & Affinity businesses with Jensten Underwriting. This will enable us to deliver tailored insurance solutions directly to clients and through a network of trusted third-party broking partners.
Thanks to strong organic growth and a strategic acquisition programme, Jensten is now a Top 10 Independent Broker, placing around £600 million GWP into the market. We employ over 1,000 colleagues across 50 locations across the UK and Ireland and support 93 entrepreneurial franchise holders nationwide. Our purpose - 'Protecting today, empowering tomorrow' - reflects the role we play for our clients, our communities and each other. Our people bring this to life every day through our values: Caring, Curious, Skilled and Bold.
We sit in a unique space between large consolidators and local brokers - big enough to offer capability and influence, yet agile enough to maintain the culture, autonomy and client focus of a truly independent business.
Account Executive (Commercial) employer: Tasker & Partners
Jensten is an exceptional employer, offering a dynamic work environment where entrepreneurial spirit meets robust support for employee growth. With a strong focus on integration and cultural alignment during acquisitions, employees are empowered to influence change and drive meaningful outcomes in a rapidly expanding business. Our commitment to putting clients and people first fosters a collaborative culture that values innovation, engagement, and personal development across our 50 UK and Ireland locations.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive (Commercial)
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Tasker & Partners). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Tasker & Partners. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Executive (Commercial)
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Tasker & Partners.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Tasker & Partners. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Tasker & Partners
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Tasker & Partners to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Tasker & Partners, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Tasker & Partners's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.