Job Title: Account Executive – Retail (New Business)
Location: Colchester (Hybrid / Field-Based)
Salary: £40,000 – £60,000 + car allowance + phone allowance + bonus
Benefits: Car & phone allowance, hybrid working, performance bonus, professional development support
About the Company:
A highly respected independent insurance broker with a strong national presence, this firm has a reputation for its client-first approach and market-leading expertise across commercial and retail lines. With a collaborative, growth-driven culture, they combine traditional broking values with modern delivery — empowering Account Executives to build lasting client relationships while enjoying genuine autonomy and development opportunities.
Role Summary:
This is a key opportunity for an ambitious Account Executive to drive new business across the retail and commercial markets. You’ll manage the full sales process, from prospecting and client meetings through to placement and onboarding, while ensuring FCA compliance and maintaining the firm’s high service standards.
Key Responsibilities:
• Develop and convert new business opportunities through proactive prospecting, networking, and referral activity.
• Meet clients face-to-face to understand their insurance needs and deliver tailored solutions at competitive terms.
• Broke and underwrite risks in line with company and FCA best practice.
• Build and nurture long-term relationships with clients and industry partners to support retention and growth.
• Prepare and present comprehensive new business proposals, ensuring accuracy and compliance.
• Collaborate closely with internal teams to ensure smooth handover and client onboarding.
Requirements:
• Cert CII qualified or working towards (desirable)
• Proven experience in commercial or retail insurance, ideally in a new business or client-facing role
• Strong understanding of FCA regulations and compliance principles
• Excellent communication, negotiation, and relationship-building skills
• Self-driven, resilient, and able to manage multiple priorities with minimal supervision
• Confident networker with a proactive approach to business development
If this role isn’t quite right, it’s still worth speaking to one of our specialist team, we may be working on something that hasn’t hit the market yet.
Related Job Titles: Commercial Account Executive, New Business Executive, Insurance Development Executive, Client Executive, Corporate Account Executive