Account Executive

7 days ago

Leeds, Leeds, United Kingdom The Summit Group Full time £25,000 - £40,000 per year


Our clients are a forward-thinking, independent commercial insurance broker based in Leeds, serving clients across Yorkshire and beyond. Founded by experienced industry professionals, our business is built on long-term relationships, technical excellence, and tailored risk solutions across sectors such as construction, manufacturing, property, and professional services.

Were looking for a dynamic and motivated Account Executive to join a growing team. You will manage and develop a portfolio of commercial clients, focusing on quality advice, client retention, and new business growth.

Youll be trusted to work with independence and purpose, supported by experienced Account Handlers and market-leading insurers.

Key Responsibilities

  • Manage a portfolio of SME to mid-market commercial clients, ensuring excellent service and retention

  • Develop new business opportunities through referrals, networking, and strategic prospecting

  • Undertake client visits and risk reviews, delivering tailored insurance programmes

  • Work closely with insurers to negotiate terms and secure optimal solutions

  • Support renewals, MTAs, and claims processes in collaboration with internal teams

  • Maintain accurate records and client files using Acturis (or similar system)

  • Represent the business with professionalism and integrity at all times

Requirements

  • Proven experience in a similar Account Executive or Commercial Broker role

  • Strong knowledge of commercial insurance products across property, liability, PI, D&O, cyber, etc.

  • Confident communicator, both with clients and insurers

  • Self-driven, with the ability to manage your own workload and pipeline

  • Familiarity with Acturis or similar platforms preferred

  • Cert CII or progression toward qualifications desirable

Whats Offered

  • A supportive, non-corporate working culture

  • Competitive basic salary + new business incentive

  • Flexible working arrangements (hybrid/remote + office support)

  • Real opportunity to shape your role and client base

  • Career development and CII support

  • Team social events and wellbeing initiatives

How to Apply

If youre ready to join a trusted, growing brokerage with strong values and real autonomy, wed love to hear from you.

Please send your CV or reach out confidentially to discuss the role further.


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