Account Executive

Confidential; West of England; On-site; GBP 35,000 - 52,000; Full time

Job summary

Confidential is seeking a New Business Account Executive to engage mid-market and SME clients across the UK, with a focus on construction and property professional services. You will identify prospects, gather information, and support negotiations with clients and insurers to secure tailored insurance solutions.

In this role you will develop PI insurance knowledge, work toward CII qualifications, and participate in structured training to grow sales and relationship management skills within a

Qualifications

• Experience in the insurance market and sales.
• Excellent communication and collaboration skills.
• Sales and negotiation skills in a fast-paced market.

Responsibilities

• Proactively contact prospective clients to introduce and support negotiations with clients and insurers.
• Identify, research, and develop new sources of prospective clients to expand presence and market reach.
• Work closely with brokers and account handlers to support onboarding and development of new clients.
• Accurately maintain client and prospect records in CRM systems, ensuring information is up to date.
• Build a strong foundation of Professional Indemnity Insurance knowledge and pursue CII qualifications.
• Participate in structured training and development programmes focused on core skills for success.
• Contribute in a fast-paced, collaborative environment with opportunities for learning and growth.

Skills

Sales experience

Communication skills

Negotiation

Ambition

Attention to detail

Tools

CRM systems

Job description

Job Title

New Business Account Executive

Industry

Insurance

Class of Business

Professional Indemnity - Construction Property (Contractors, Surveyors, Architects, Engineers)

Overview

As a New Business Account Executive, you will proactively engage with mid-market and SME businesses across the UK, with a particular focus on clients within the construction and property professional services sector. This includes organisations such as surveyors, architects, design and planning consultancies, and engineering firms across all disciplines. You will help clients understand how you / our client can support their insurance needs, gaining valuable experience in identifying risk exposures, discussing tailored insurance solutions, and promoting end-to-end service-from initial consultation through to long-term partnership.

Responsibilities

• Proactively contact prospective clients to introduce, gather relevant insurance information, and support negotiations with both clients and insurers.
• Identify, research, and develop new sources of prospective clients to help expand presence and market reach.
• Work closely with brokers and account handlers to support the onboarding and development of potential new clients.
• Accurately maintain client and prospect records on our CRM systems, ensuring all information is recorded promptly and kept up to date in line with company standards.
• Build a strong foundation of Professional Indemnity Insurance knowledge, including working towards and achieving CII insurance qualifications.
• Actively participate in structured training and development programmes focused on building the core skills required for success in the role.
• Contribute as part of a fast-paced, collaborative, and continually evolving environment, with significant opportunities for learning and professional growth.

Requirements

• Previous experience within the insurance market and sales.
• Excellent communication and collaboration skills. Our clients team thrives on effective communication and the ability to work together towards common goals.
• Sales and negotiation skills that will help you compete in a fast-paced market.
• Strong motivation and ambition in progressing your career in insurance.
• An eye for detail to ensure that all records and client interactions are meticulously managed and maintained.