Client Executive – Commercial Insurance
Build relationships. Drive growth. Make your mark.
Our client, an Insurance Brokers, is a boutique, quality-driven insurance business with a genuine personal touch. They pride themselves on doing things properly — offering tailored advice, building lasting relationships, and delivering exceptional client service.
They are now looking for a Client Executive to join their growing team and play a key role in developing and managing a portfolio of commercial clients.
The Role
You’ll be at the forefront of our business — working directly with clients, understanding their risks, and delivering expert insurance solutions.
This is a client-facing, growth-focused role where you’ll manage your own pipeline, build relationships, and contribute to the continued success of the business.
What You’ll Be Doing
Client Relationship Management
* Act as a trusted, client-facing representative of the business
* Meet clients (in person & virtually) to understand their business and risks
* Provide professional advice on commercial insurance solutions
* Prepare and present renewal reports and market presentations
* Deliver outstanding service throughout the policy lifecycle
Business Development & Pipeline Management
Build and manage your own pipeline of new business
Generate leads through networking, referrals, and introducers
Attend events, exhibitions, and client functions
Identify cross-sell and up-sell opportunities
Work towards agreed income and activity targets
Market & Insurer Engagement
Work closely with the internal broking team to secure the best terms
Build strong internal relationships to support client outcomes
Compliance & Regulation
Operate in line with FCA requirements and internal processes
Ensure all advice and documentation is compliant and auditable
Maintain accurate records and excellent file hygiene
Follow Consumer Duty and Treating Customers Fairly (TCF) principles
Systems & Administration
Use Acturis (preferred) to manage policies and documentation
Maintain CRM accuracy and pipeline reporting
Record all client communications appropriately
What We’re Looking For
Essential
Experience in commercial insurance or financial services (broking or underwriting)
Confident and credible in a client-facing role
Strong communication and presentation skills
Ability to manage workload and prioritise effectively
Understanding of FCA regulatory framework
Proactive, professional approach to business development
Desirable
Acturis experience
Working towards (or willing to undertake) CII qualifications
Experience generating business through networking
Who You Are
Ambitious and career-driven
Commercially minded
Highly organised with strong attention to detail
Resilient and comfortable in a growing business
A strong relationship builder with excellent interpersonal skills
Positive, team-oriented, and solutions-focused
How You’ll Be Measured
New business income generated
Client retention levels
Quality and compliance of client files
Pipeline activity and conversion rates
Contribution to overall business growth
What You’ll Get
Competitive salary + expenses
Company pension
21 days holiday + Bank Holidays (increasing with service)
Future profit-share bonus structure
Company phone & laptop
Why Join this Company?
This is more than just a job — it’s an opportunity to grow with a business that values quality over volume, relationships over transactions, and people over process.
If you want to be part of a high-performing, supportive, and ambitious team, we’d love to hear from you.
Quality Personnel acting as an Employment Agency & Business (rated as one of the top 3 Agencies in Milton Keynes for the 6th year running!).
Please note due to the volume of applications we receive you will only be contacted if we are progressing your application