Account Executive

The Summit Group; Leeds; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Competitive basic salary

New business incentive

Flexible working arrangements

Team social events

Wellbeing initiatives

Job summary

An independent commercial insurance brokerage in Leeds is seeking a motivated Account Executive to manage a portfolio of clients. The role involves developing new business opportunities and maintaining client relationships while working autonomously. Ideal candidates will have proven experience in the commercial insurance sector and excellent communication skills. Competitive salary and flexible working arrangements offered.

Qualifications

• 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.

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

Skills

Client relationship management

Commercial insurance products knowledge

Strong communication skills

Self-motivated

Tools

Acturis

Job description

Our clientsare 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

Whats Offered

Competitive basic salary + new business incentive

Flexible working arrangements (hybrid/remote + office support)

Real opportunity to shape your role and client base

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.