Commercial Account Executive

BENEFACT TRUST LIMITED; Cheltenham; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health & wellbeing benefits

Enhanced sick pay

Study support

Volunteer time off

Job summary

Lansdown Insurance Brokers in Cheltenham is seeking a Commercial Account Executive to join the Commercial Existing Business Team in a hybrid role. You will service current Lansdown clients and help grow the book while delivering excellent customer service.

The successful candidate will hold a Cert CII and demonstrate strong relationship building, regulatory awareness and resilience under pressure in a regulated insurance environment.

Qualifications

• Confidence and capability of building rapport over the telephone to provide excellent client experience.
• Ability to develop relationships with clients, agents, insurers etc.
• Organised, disciplined and measured in managing own workload and time.
• Work well within a team, especially under pressure.
• Ability to work in a regulated, compliant and client focused environment.
• Holding a Cert CII qualification
• Expert knowledge and experience of managing property portfolios.

Responsibilities

• Servicing existing Lansdown clients (Residential Property) and assisting in the growth of Lansdown (Renewals).
• Develop, negotiate, and profitably retain business within own authority and in line with Lansdown’s strategy.
• Plan, prioritise and manage individual own work to deliver agreed objectives and meet SLAs to deliver exceptional customer service.
• Use the appropriate method of communication to support Lansdown’s right first-time approach and maintain successful Internal and External relationships.
• Understand and operate within regulatory framework and identify and elevate any risks to the business.

Skills

Telephone rapport

Relationship building

Time management

Team player

Regulatory compliance

Education

Cert CII

Job description

Commercial Account Executive

We are looking for a Commercial Account Executive to join Lansdown in our Cheltenham office. Competitive salary, excellent benefits and hybrid working.

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location:Cheltenham

About the role

Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for a Commercial Account Executive to join our Cheltenham office.

As a Commercial Account Executive you will deliver exceptional client service acting as part of the Commercial Existing Business Team, supporting Lansdown "right first time" approach to customer service.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.

What you'll be doing

• Servicing existing Lansdown clients (Residential Property) and assisting in the growth of Lansdown (Renewals)

• Develop, negotiate, and profitably retain business within own authority and in line with Lansdown’s strategy

• Plan, prioritise and manage individual own work to deliver agreed objectives and meet SLAs to deliver exceptional customer service

• Use the appropriate method of communication to support Lansdown’s right first-time approach and maintain successful Internal and External relationships

• Understand and operate within regulatory framework and identify and elevate any risks to the business

What you'll need to have

• Confidence and capability of building rapport over the telephone to provide excellent client experience

• Ability to develop relationships with clients, agents, insurers etc

• Organised, disciplined and measured in managing own workload and time

• Work well within a team, especially under pressure

• Ability to work in a regulated, compliant and client focused environment

What makes you stand out

• Holding a Cert CII qualification

• Expert knowledge and experience of managing property portfolios

What we offer

• 28 days annual leave plus bank holidays

• Your birthday off

• Group Personal Pension

• Bonus scheme

• A holiday buy scheme

• An array of health and wellbeing benefits, company cash plan, income protection and life assurance

• Enhanced sick pay and parental leave

• Support and funding toward study and professional qualifications

• Paid time off for volunteering

Hear from the hiring manager

"We're seeking a Commercial Account Executive to join our growing business and work with our Existing Business Team to continue to deliver exceptional results. If you're looking for an opportunity to further your career in the Property insurance world, we'd love to hear from you."

About us

Lansdown Insurance Brokersis an established property insurance broker with over 60 years’ experience of offering specialist products and advice for landlord, business and personal lines insurance.In 2014 we were purchased by SEIB Insurance Brokers and are now proudly part of the Benefact Group.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26

• Company: Lansdown Insurance Brokers

• Role: Broking and Advisory

• Locations: Cheltenham

• Remote status: Hybrid

• Employment type: Permanent - Full Time