Jobs in Daws Heath

Account Executive – Commercial Insurance

Job Market – Insurance

Account Executive – Commercial Insurance – About the role

As a Commercial Account Executive, you will be part of a team that drives new business growth, maximises cross-sell opportunities, enforces sales discipline, and ensures strong client retention. By combining strategic account management with proactive client engagement, the team secures revenue growth while delivering exceptional client experiences. Through collaboration with Broking Operations and other functions, the Sales team ensures a seamless, end-to-end client journey and builds long-term, trusted relationships across all offices and hubs.

Account Executive – Commercial Insurance – Key duties

The Account Executive is responsible for driving new business growth, managing client relationships and maintaining strong retention across an allocated portfolio. The role focuses on developing a high-quality pipeline, converting opportunities into revenue and ensuring smooth delivery of services in partnership with Broking Operations. This position represents a key development step towards the role of Account Director.

Maintain strong, long-term relationships with clients across an allocated portfolio.

Develop a clear understanding of each client’s business, risk profile and commercial priorities.

Provide professional insurance advice and guidance to clients.

Lead and manage renewal discussions to ensure successful retention outcomes.

Generate new business opportunities through professional networks, referrals and prospecting activity.

Build and maintain a high-quality pipeline of opportunities with strong activity discipline.

Ensure accurate and effective handovers from Account Executive to Broking Operations for renewals and ongoing servicing.

Work closely with Broking Operations to resolve client servicing matters efficiently.

Ensure all recommendations, documentation and communications meet regulatory and internal compliance standards.

Maintain accurate, complete and audit-ready client records.

Account Executive – Commercial Insurance – Key requirements

Proven experience in commercial insurance account management, client servicing or sales. Strong understanding of commercial insurance products and market practices. Track record of managing client relationships and generating new business. Experience using insurance broking platforms (e.g., Acturis). Excellent communication, negotiation and organisational skills. Desirable: Progress towards, or completion of, relevant insurance qualifications (Cert CII / Dip CII). Experience managing a diverse commercial client portfolio. Key Attributes: Client-focused, professional, and solutions-driven. Commercially minded and proactive. Collaborative team player with strong attention to detail.

Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

A copy of our D&I policy can be made available upon request