Account Executive

The Summit Group; Leeds; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A commercial insurance broker in Leeds is seeking a dynamic Account Executive to manage and develop a portfolio of clients. This role emphasizes client retention, business growth, and strong communication with insurers. Ideal candidates will have proven experience in commercial insurance and excellent client management skills. The company offers a supportive culture, competitive salary, and flexible working arrangements.

Benefits

Competitive salary + new business incentive

Flexible working arrangements

Career development and CII support

Qualifications

• Proven experience in an Account Executive or Commercial Broker role.
• Strong knowledge of commercial insurance products.
• Confident communicator with clients and insurers.

Responsibilities

• Manage a portfolio of SME to mid-market commercial clients.
• Develop new business opportunities.
• Undertake client visits and risk reviews.

Skills

Commercial insurance knowledge

Client communication

Self-driven

Education

Cert CII or progression toward qualifications

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

• 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.