Account Executive / Client Manager (Inherited Portfolio)

Cryer Baker Recruitment Ltd.; East Midlands; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Executive to manage an inherited client portfolio. This home-based role offers extensive autonomy and a comprehensive benefits package, including potential equity. Ideal for candidates looking for growth opportunities in a supportive environment.

Benefits

Home office set up

Generous car allowance

Pension plan

Potential equity

Qualifications

• Experience in an Account Executive position or similar role within the insurance industry.
• Ability to manage and grow client portfolios.
• Strong understanding of commercial insurances.

Responsibilities

• Inherit and manage an established client portfolio.
• Utilize multiple distribution channels to generate leads.
• Collaborate with internal teams to enhance client service.

Skills

Client Relationship Management

Insurance Knowledge

Sales Skills

Job description

Account Executive / Client Manager (Inherited Portfolio)

This is a home based role with a large amount of autonomy, and control over your diary / working pattern. You will have the ability to set your diary accordingly to suit your personal / family requirements and desired work pattern.

Our client is a quality commercial insurance brokerage. They continue to achieve consistent growth, are well-funded and provide a secure working environment with an excellent salary and a full and comprehensive benefits package, which includes home office set up, generous car allowance, pension and potential equity etc.

In this role you will be inheriting an established and loyal client portfolio, dealing with all classes of commercial insurances with access to all markets, composite, Lloyds and specialist, including some exclusive schemes where you will have “the pen” with a number of insurers.

You will be supported at head office by a large team consisting of brokers, account handlers, claims, DA underwriters etc. They will take away the lion share of administrative tasks, ensuring that your time is freed up to spend with clients / potential clients.

You will be able to utilise numerous distribution channels providing quality new leads, as well as working in a proactive manner to grow your client portfolio. Longer-term there will be opportunities to inherit clients as a part of their succession planning.

This role could appeal to those of you in a similar “Account Executive” position, but looking for a new home or greater autonomy OR this could also appeal to experienced commercial brokers, handlers or commercial underwriters looking to step up into a client facing account executive role.

Although this role is initially salaried, there is an option to go commission only and thus receive a much larger personal income based on the size of your client portfolio.

For further information, please contact Tim Cryer on 01423 313909 or email your CV to [e-mail]