Account Executive
2 days ago
Job role: Insurance Account Executive
Location
: London
(hybrid working)
Salary
: £40,000–£50,000pa
(depending on experience)
Rise10 Recruitment is delighted to partner with a rapidly growing, forward-thinking financial services group to recruit an experienced
Insurance Account Executive
. This is a fantastic opportunity to join an expanding commercial broking team within an innovative business.
The Opportunity:
This role is perfect for a proactive, commercial, and relationship-driven professional who enjoys managing a varied portfolio while winning and developing new business. You'll take ownership of an established book of mid-market commercial clients and play a key role in the continued growth of the team.
Key Responsibilities:
Client & Account Management
- Manage a portfolio of mid-market commercial clients across multiple industry sectors.
- Build strong, long-term relationships through regular contact, renewals, and strategic account reviews.
- Conduct thorough fact-finds to understand client operations, risks, and coverage needs.
- Present renewal strategies, market submissions, and tailored insurance programme recommendations.
- Ensure documentation is accurate, compliant, and delivered promptly.
Broking & Technical Expertise
- Negotiate competitive terms, coverage enhancements, and risk solutions with insurers.
- Review policy wordings, endorsements, and schedules to ensure appropriate cover.
- Support claims handling and advocate for clients for fair outcomes.
- Stay up to date with market trends, emerging products, and regulatory changes.
New Business Development
- Generate new business through networking, referrals, marketing activity, and cross-selling.
- Prepare proposals and deliver strong presentations to prospective clients.
- Meet new business, retention, and revenue targets aligned with company goals.
Compliance & Administration
- Maintain clear, accurate records in line with FCA regulations and internal procedures.
- Adhere to compliance, conduct risk, and Treating Customers Fairly (TCF) standards.
- Contribute to continuous improvement and team development.
What We're Looking For:
- Minimum 5 years' commercial insurance experience, including at least 3 years as an Account Executive or Senior Account Handler.
- Strong knowledge of mid-market commercial insurance products and the broking lifecycle.
- Proven ability to manage relationships and deliver outstanding client service.
- Confident negotiator with strong commercial acumen.
- Track record of generating and converting new business.
- Cert CII / Dip CII (or working towards) preferred.
- Excellent communication, presentation, and organisational skills.
- Self-motivated, target-driven, and able to work independently or as part of a team.
Benefits
- Attractive bonus structure
- Support for professional development and CII qualifications
- Stable and diverse client portfolio with growth potential
- Collaborative and supportive team environment
- Private healthcare after probation
- Hybrid working: 3 days office / 2 remote
- Regular team events and a vibrant culture
- Clear career development pathways
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