Account Executive
About the role
Position Overview
We are seeking a dedicated and innovative Account Executive to join our dynamic team and contribute to delivering exceptional insurance services to our diverse clientele across Scotland. In this role, you will serve as a trusted advisor, building long-lasting client relationships, driving sustainable business growth, and ensuring the highest standards of service excellence. We proudly champion diversity and inclusion and welcome candidates from all backgrounds to apply.
Core Responsibilities
Client Relationship Management
1. Act as the primary point of contact for an assigned portfolio of Commercial/Specialist clients.
2. Develop a comprehensive understanding of clients’ businesses, risks, and strategic priorities.
3. Facilitate insightful client meetings, presentations, and periodic reviews to deliver customized insurance solutions and advice.
4. Provide expert recommendations on insurance strategies, risk management approaches, and market trends.
Business Growth & Development
5. Identify and capitalize on new business opportunities in the Scottish market.
6. Deepen existing client relationships through effective cross-selling and upselling initiatives.
7. Develop winning proposals and participate in tenders to secure new business.
8. Build and maintain a strong professional network by engaging in key industry events and networking opportunities.
Policy Renewal & Placement
9. Formulate and execute renewal strategies tailored to client needs.
10. Negotiate favourable insurance terms and pricing with insurers to deliver competitive, high-value coverage solutions.
11. Collaborate with internal placement and technical teams to structure optimal insurance programs.
12. Ensure policies are placed accurately, in compliance with regulations, and within agreed timelines.
Team Collaboration & Compliance
13. Work in partnership with Account Handlers, Claims teams, and Broking professionals to deliver consistent and high-quality service.
14. Adhere to Financial Conduct Authority (FCA) regulatory standards and organizational governance protocols.
15. Maintain meticulous records of client data and update reporting pipelines as required.
16. Support the development and mentorship of junior team members, fostering a culture of knowledge-sharing and professional growth.
Market Expertise
17. Stay informed of emerging industry trends, evolving risks, and insurer appetites.
18. Anticipate client needs by proactively identifying innovative insurance solutions.
19. Ensure alignment with changes in regulatory requirements and compliance standards.
Ideal Candidate Profile
Experience & Qualifications
20. Demonstrated experience in Commercial/Specialist Insurance within the UK market.
21. Comprehensive understanding of Commercial/Specialist Lines insurance products and services.
22. Proven track record in account development, client retention, and business acquisition.
23. ACII qualification or progress towards achieving certification highly desirable.
24. Strong knowledge of FCA regulatory frameworks and compliance requirements.
Core Competencies & Skills
25. Exceptional client engagement and relationship-building skills, adopting a consultative and client-first approach.
26. Outstanding negotiation, communication, and presentation talents—both verbal and written.
27. Results-oriented with a strong business acumen and a focus on achieving growth objectives.
28. Excellent organizational skills with the ability to manage competing priorities effectively and ensure attention to detail.
What We Offer
29. A fulfilling career in a collaborative and inclusive professional environment.
30. Ongoing opportunities for personal and professional development through training and mentorship programs.
31. Work with a leading organization recognized for its client-centric approach and market expertise.
32. A culture that values innovation, teamwork, and a commitment to excellence.
This is a unique opportunity to take your career to the next level and play an instrumental role in delivering bespoke insurance solutions to clients across Scotland. If you are passionate about making a tangible impact, we encourage you to apply.
NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. 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.
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Job Details
33. Posted: 16 days ago
34. Location: Scotland, United Kingdom
35. Job Type:
36. Salary: £60,000 per year
37. Discipline:
38. Job Ref: 58184
Consultant
Nick Haggard
Recruitment Consultant - Insurance