Account Executive

Davies Group; Godalming; On-site; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Car Allowance

Benefits

Job summary

Davies Group in Godalming, Surrey, seeks an Account Executive for HNW & Estates to manage a portfolio of rural commercial clients and grow personal business. The role requires experience in rural insurance, Cert CII, and a driving licence with regular travel across the southern region.

You will support the Divisional Director, handle mid-range policies, and develop opportunities to bring over existing clients where possible. A car allowance and benefits accompany the salary.

Qualifications

• 3–5 years in rural insurance with proven AE experience.
• Cert CII essential; DIP on journey towards.
• Full UK driving licence and willingness to travel.

Responsibilities

• Manage and grow a portfolio of rural insurance clients (farms, estates, dealerships).
• Support the Director with the existing book, focusing on lower-value policies.
• Develop new business opportunities and build a personal client book.
• Attend client meetings across the southern region; travel is required.
• Maintain high client service and compliance; collaborate with internal teams.

Skills

Business development

Interpersonal skills

Collaborative mindset

Education

Cert CII

Dip progression

Job description

Account Executive – HNW & Estates
Location:Godalming, Surrey
Salary:Up to £60,000 + Car Allowance + Benefits
Contract Type:Full-time, Permanent

About the Role
We are seeking a proactive and experiencedAccount Executiveto support our Divisional Director in managing a diverse book of rural commercial business clients. This role focuses on mid-range policies ranging from £10k to £50k. You will also be expected to develop and grow your own book of business, with the opportunity to bring over existing clients (subject to non-compete clauses).

Key Responsibilities

• Manage and grow a portfolio of HNW & Rural insurance clients, including farms, estates, dealerships, and other rural businesses.
• Support the Director with their existing book, focusing on lower-value policies.
• Develop new business opportunities and build a personal book of clients.
• Attend client meetings across the southern region—travel is a key part of the role.
• Maintain high standards of client service and compliance.
• Collaborate with internal Account Handlers and Executives to ensure smooth operations.

Ideal Candidate Profile

• Experience:Minimum 3–5 years in rural insurance, with proven Account Executive experience.
• Qualifications:Cert CII qualified (essential), on journey towards DIP.
• Skills:Strong business development track record, excellent interpersonal skills, and a collaborative mindset.
• Other Requirements:Full UK driving licence and willingness to travel regularly.