Commercial Account Executive

Lawes Consulting Group; Doncaster; Hybrid; GBP 59,000 - 72,000; Full time

Job summary

Lawes Consulting Group in Doncaster is seeking an experienced Commercial Account Executive to manage and grow a portfolio of commercial insurance clients. You will build long-term relationships, win new business, and renew placements with insurers to deliver tailored solutions.

Collaborating with account handlers and broking teams, you will work to identify opportunities for growth while maintaining high service standards and FCA compliance. Hybrid role with client meetings as required.

Qualifications

• Proven experience developing and managing commercial insurance client relationships.
• Demonstrable experience winning new business and/or developing existing commercial accounts.
• Strong knowledge of commercial insurance products and the insurer market.
• Experience managing a portfolio of commercial clients.
• Strong understanding of the commercial broking process.
• Experience working towards income, growth, retention or new business targets.
• Good understanding of FCA regulations and compliant ways of working.
• Experience using insurance broking and CRM systems.
• Cert CII qualification would be advantageous.

Responsibilities

• Develop new commercial insurance opportunities through networking, referrals, prospecting and existing relationships.
• Build and maintain strong, long-term relationships with commercial clients across sectors.
• Manage and develop an existing portfolio, identifying opportunities for growth and additional income.
• Lead renewal and placement discussions to achieve appropriate and competitive outcomes.

Skills

Client relationships

Communication skills

Business development

Negotiation

Attention to detail

Independence

Team collaboration

Market awareness

Account management

Education

Cert CII

Tools

CRM systems

Acturis

Insurance broking system

Job description

Job title: Commercial Account Executive

Salary: £65,000

Location: Doncaster – Hybrid

PURPOSE OF ROLE

An exciting opportunity has arisen for an experienced Commercial Account Executive to join a growing insurance business in Doncaster.

The successful candidate will take responsibility for developing and managing a portfolio of commercial insurance clients, with a strong focus on building long-term relationships, generating new business and identifying opportunities to grow existing accounts.

You will act as a trusted adviser to your clients, understanding their individual business needs and providing tailored insurance solutions, while working closely with insurers, broking teams and specialist colleagues to deliver a high-quality service.

RESPONSIBILITIES

• Develop new commercial insurance opportunities through networking, referrals, prospecting and existing relationships.
• Build and maintain strong, long-term relationships with commercial clients across a range of sectors.
• Manage and develop an existing portfolio, identifying opportunities for growth and additional income.
• Lead renewal and placement discussions to achieve appropriate and competitive outcomes for clients.
• Identify opportunities to cross-sell and broaden existing client relationships.
• Work closely with Account Handlers, Broking Operations, insurers and specialist teams to provide a seamless client experience.
• Contribute to business growth, revenue generation, client retention and portfolio performance.
• Ensure all client activity is managed professionally and in line with FCA regulations and internal compliance requirements.
• Develop a strong understanding of clients' businesses, risks and changing insurance requirements.

DAY-TO-DAY

• Managing a portfolio of commercial insurance clients and acting as their key point of contact.
• Building relationships with existing clients and identifying opportunities to develop the account.
• Generating and following up new business opportunities.
• Attending client meetings both virtually and face-to-face.
• Discussing renewals and developing appropriate insurance solutions.
• Negotiating with insurers and working with internal broking teams on placement.
• Networking and developing relationships within the local and wider commercial market.
• Maintaining accurate client and CRM records.
• Working collaboratively with colleagues and insurer partners to deliver positive client outcomes.
• Travelling to meet clients and attend relevant business development activities when required.

EXPERIENCE

• Proven experience developing and managing commercial insurance client relationships.
• Demonstrable experience winning new business and/or developing existing commercial accounts.
• Strong knowledge of commercial insurance products and the insurer market.
• Experience managing a portfolio of commercial clients.
• Strong understanding of the commercial broking process.
• Experience working towards income, growth, retention or new business targets.
• Good understanding of FCA regulations and compliant ways of working.
• Experience using insurance broking and CRM systems.
• Cert CII qualified or actively working towards a professional insurance qualification would be advantageous.
• Experience with Acturis or a similar insurance system would be beneficial.

SKILLS

• Strong client relationship and communication skills.
• Commercially minded with a proactive approach to business development.
• Excellent negotiation and influencing skills.
• Confident dealing with clients, insurers and senior stakeholders.
• Strong understanding of client needs and the ability to provide consultative solutions.
• Organised with excellent attention to detail.
• Resilient and motivated by achieving results.
• Able to work independently while also collaborating effectively with wider teams.
• Strong market awareness and ability to identify commercial opportunities.
• Professional, customer-focused and accountable in approach.