Commercial Account Executive

Job title: Commercial Account Executive

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Salary: £Competitive + bonus scheme and excellent benefits

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Location: West Yorkshire (hybrid working available)

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PURPOSE OF ROLE

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An exciting opportunity has arisen for an experienced Commercial Account Executive to join a well-established and highly respected Chartered insurance broker in West Yorkshire, part of one of the UK’s largest and fastest-growing independent broking groups.

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The purpose of the role is to take ownership of an existing book of long-standing, loyal commercial clients while actively driving new business growth across the region. You will act as the face of the business for your clients – providing expert advice, building strong relationships and delivering tailored insurance and risk management solutions – all with the support of a dedicated and capable Account Handling team.

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RESPONSIBILITIES

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• Retain and grow an existing book of commercial clients, with a clear focus on growth.

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• Develop new business opportunities through networking, referrals, leads and self-generated prospecting.

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• Understand each client’s business operations, opportunities and risks, and their approach to risk management and insurance.

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• Offer and present insurance solutions, including insurance policies and other risk management solutions, to secure renewals and new business.

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• Negotiate with insurers to achieve the best outcomes for clients in terms of cover, service and premium.

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• Work closely with Account Handlers and colleagues to deliver excellent client service and achieve team objectives.

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• Ensure all activity is conducted in line with FCA regulations and internal compliance procedures.

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DAY-TO-DAY

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• Managing your own portfolio of commercial clients, acting as their key point of contact.

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• Meeting clients and prospects face-to-face and virtually to review their insurance programmes and identify opportunities.

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• Preparing and delivering presentations, reports and renewal proposals.

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• Liaising with insurers, underwriters and internal teams to structure and place risks.

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• Maintaining accurate records and keeping the client management system up to date.

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• Communicating regularly with colleagues and your manager to raise concerns, share solutions and support team performance.

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EXPERIENCE

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• Proven experience as an Account Executive (or similar client-facing role) within commercial insurance broking.

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• A strong general commercial background across a range of classes, e.g. property, casualty, motor fleet and liability.

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• A track record of retaining clients and winning new business.

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• Experience of working with mid-market commercial clients would be advantageous.

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• Cert CII qualified (or working towards) is desirable, with support provided for further professional study.

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SKILLS

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• Excellent relationship-building, communication and presentation skills.

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• Strong negotiation and influencing ability with clients and insurers alike.

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• Commercially astute, self-motivated and driven to achieve growth targets.

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• Well organised, with the ability to manage a busy and varied portfolio.

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• A collaborative team player who thrives in a supportive, service-led environment.

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• Full UK driving licence.

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If you have the relevant experience or know someone that does, please contact Glenn Youens on or email

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