Commercial Account Executive
Package: Basic salary + Benefits + Bonus + 15% bonus on all new business generated with no cap on earnings
Working Pattern: Hybrid - Monday to Friday and no weekend work
The Opportunity
An exciting opportunity has arisen for an experienced and commercially driven Account Executive to join a growing commercial insurance team in Leeds.
This role offers the opportunity to manage and develop an existing portfolio of commercial clients while driving new business growth across the SME and mid-market sector. Working within a relationship-led environment, you’ll focus on building long-term client partnerships, delivering tailored insurance solutions, and contributing to continued portfolio growth.
The position is ideal for someone who enjoys a balance of client relationship management, business development, and commercial strategy, while working closely alongside broking and operational teams.
Key Responsibilities
Client Relationship Management
- Manage and develop long-term relationships across an allocated commercial client portfolio
- Gain a strong understanding of client businesses, risk exposures, and commercial objectives
- Provide professional insurance advice and tailored recommendations
- Lead renewal discussions and retention activity to maintain and grow accounts
New Business Development
- Generate new business opportunities through networking, referrals, self-generation, and prospecting activity
- Build and maintain a strong pipeline of opportunities
- Prepare and deliver proposals, presentations, and client recommendations
- Convert opportunities into profitable and sustainable long-term business relationships
Collaboration & Service Delivery
- Work closely with broking and operational teams to ensure smooth onboarding and servicing of clients
- Support effective handovers for renewals and ongoing account management
- Contribute ideas and market insight to support team growth and continuous improvement
Compliance & Quality
- Ensure all activity complies with FCA and internal regulatory standards
- Maintain accurate and audit-ready client documentation and records
- Deliver high standards of professionalism, governance, and client care
Key Performance Indicators
- New business growth and revenue generation
- Client retention and portfolio development
- Pipeline activity and conversion rates
- Quality and accuracy of client servicing
- Reduction in servicing issues and client complaints
- Overall contribution to team performance and growth
Skills & Experience
Essential
- Proven experience within commercial insurance account management, client servicing, or sales
- Strong technical understanding of commercial insurance products and market practices
- Demonstrable success in generating and converting new business opportunities
- Excellent communication and relationship-building skills
- Strong negotiation and influencing ability
- Organised with the ability to manage multiple priorities effectively
- Experience using insurance systems such as Acturis
Desirable
- Cert CII / Dip CII qualified or working towards qualifications
- Experience managing a varied commercial client portfolio
