Account Executive - Remote based

Lockton; Budock Water; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Ongoing training and development

Access to AI-driven tools

Collaborative team culture

Job summary

Lockton is seeking a driven individual to develop and expand a portfolio of commercial insurance clients in Budock Water, UK. You will leverage existing networks and relationships to generate new business opportunities and ensure exceptional client experiences.

Ideal candidates will have proven experience in the insurance industry, strong interpersonal skills, and a desire to build lasting client relationships.

Qualifications

• Proven experience within the insurance industry, ideally in a client-facing or business development role.
• Demonstrated ability to win, retain, and grow a portfolio of clients.
• An existing network of clients who value your expertise and relationship.

Responsibilities

• Develop and grow your own portfolio of commercial insurance clients.
• Leverage existing relationships to generate new business opportunities.
• Identify opportunities for growth within your portfolio.

Skills

Client relationship management

Business development

Communication skills

Self-motivation

Tools

AI-driven tools

CRM software

Job description

Responsibilities

• Develop and grow your own portfolio of commercial insurance clients within your local market
• Leverage existing relationships and networks to generate new business opportunities
• Build long-term, trusted relationships with clients, becoming their go-to advisor
• Identify opportunities for growth within your portfolio and actively develop these
• Work collaboratively with internal specialists across account management, broking, claims, and risk to deliver an exceptional client experience
• Create and deliver a clear growth plan aligned to your personal and financial targets
• Utilise available technology and tools (including AI-driven lead support) to enhance prospecting and client engagement
• Contribute to a collaborative team culture through regular team meetings and knowledge sharing

Qualifications

• Proven experience within the insurance industry, ideally in a client-facing or business development role
• Demonstrated ability to win, retain, and grow a portfolio of clients
• An existing network or “book” of clients who value your expertise and relationship
• Self‑motivated and able to operate independently within a defined geographical area
• Commercially minded, with a strong understanding of client needs and market opportunities
• Driven, proactive, and eager to build and expand a successful book of business
• Strong interpersonal and communication skills, with the ability to influence and build trust

What We Offer

• Support from a highly experienced team across Account Management, Broking, Claims, and Risk
• A collaborative, people‑first culture as part of one of the largest independent family‑owned brokers
• Market leading infrastructure to support you in managing clients, leads and appointments efficiently
• Access to AI‑driven tools to support lead generation and appointment setting
• Ongoing training, development, and structured growth planning support
• Opportunities to build connections across wider offices to maximise referrals and leads
• A transparent and rewarding package aligned to your success