Job title: Commercial Account Executive (book to inherit)
Salary: £50,000 - £70,000
Location: Leeds (hybrid)
PURPOSE OF ROLE
A fantastic opportunity has arisen for an experienced Commercial Account Executive to join a leading commercial insurance broker and inherit a sizeable book of business from day one in the role. This is an exciting opportunity to join an organisation that is on a real growth trajectory, and has exciting development plans in place across the Yorkshire region. Due to these plans, they are now seeking a dynamic Account Executive to join the team.
The role focuses on client retention, strategic renewal planning, and proactive new business development through a consultative, relationship-driven approach.
RESPONSIBILITIES
* Providing tailored insurance solutions that meet evolving business needs
* The role includes overseeing renewals, negotiating with insurers, maintaining FCA and Consumer Duty compliance, and ensuring high standards of client service
* You’ll be expected to identify and convert new business opportunities, collaborate with internal teams to deliver seamless service, and remain up to date with market trends and risks
* Accuracy in record-keeping, audit readiness, and ethical client handling are essential throughout
DAY-TO-DAY
* Conduct client meetings (virtual and in-person) to review renewals, coverage needs, and new opportunities
* Liaise with underwriters and insurers to secure competitive terms
* Use insurance platforms and CRM systems to process policies and maintain accurate client records
EXPERIENCE
* Proven experience as an Account Executive in commercial insurance
* Demonstrated ability to retain clients and win new business through proactive, consultative sales
* Solid background in managing complex client portfolios
* Thorough understanding of FCA regulations and Consumer Duty requirements
SKILLS
* Strong knowledge of commercial insurance products, markets, and underwriting practices
* Proficiency with insurance systems and client management platforms
* Excellent communication, negotiation, and relationship-building skills
* Highly organised with strong time management and multitasking abilities
* A proactive, client-first approach focused on delivering value and long-term solutions
If you have the relevant experience or know someone that does please contact me now on 07527 068032 or email us at admin@lawesgroup.co.uk
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