Commercial Account Executive

Capio Recruitment Insurance; Swansea; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working with two days home

Performance-related bonus (quarterly)

Personal marketing budget

Charitable donation & volunteering

Job summary

Capio Recruitment Insurance in Swansea is seeking a Commercial Account Executive to step up from an Account Handler role or for an experienced AE seeking greater autonomy. You will take over an existing portfolio from day one, supported by telemarketing and dedicated marketing budget, with a two-day-per-week home-working arrangement and a strong regional client base.

The role offers growth opportunities within a community-focused brokerage backed by a values-led group and access to specialist

Qualifications

• Experience in commercial broking for portfolio management.
• Technical understanding of core commercial lines; motor trade or SME packages advantageous.
• Excellent communication and relationship-building with local business networks.

Responsibilities

• Take ownership of inherited portfolio with day-one stability.
• Cultivate new client opportunities using inbound enquiries and marketing support.
• Conduct face-to-face client reviews and identify cross-selling opportunities.
• Leverage regional schemes and insurer facilities during negotiations.

Skills

Commercial broking experience

Core commercial lines knowledge

Communication & relationship-building

Business development & negotiation

Job description

Commercial Account Executive

Location: Swansea

Salary: £45,000 - £55,000

Benefits: Performance-related bonus paid quarterly, personal marketing budget for networking and events, Hybrid working model with two days working from home per week, Charitable donation and volunteering days

About the Company:

An established, community-focused commercial insurance brokerage backed by a purpose and values led group. Operating across a strong regional network in South Wales the business combines traditional local broking and face-to-face client relationships with significant group resources, offering a sustainable, long-term working environment free from private equity pressure.

Role Summary:

If you are an ambitious Commercial Account Handler looking to make your step up into an executive position, or an established Account Executive seeking greater autonomy, this role offers an immediate portfolio transfer so you will start with a small book of business. Supported by dedicated telemarketing, direct marketing spends, and market-leading specialist schemes, you will have a stable platform to expand your profile and grow your book without having to build from a standing start.

Key Responsibilities:

Take ownership of an inherited commercial portfolio generating, giving you account stability from day one and a warm base of existing client relationships.

Cultivate new client opportunities utilising inbound enquiries, central telemarketing support, and your own dedicated marketing budget, enabling you to build your local market presence and maximise your quarterly bonus potential.

Conduct comprehensive face-to-face client reviews and identify cross-selling opportunities such as Management Liability, deepening your technical expertise while delivering rounded protection for local businesses.

Leverage exclusive regional schemes and strong specialist insurer facilities, for example motor trade and commercial combined sectors, providing you with a distinct competitive advantage during market negotiations.

Requirements:

• Demonstrated commercial broking experience, suited either to a practicing Account Executive or a senior Commercial Account Handler ready to transition into full client-facing portfolio management.
• Sound technical understanding of core commercial lines, with familiarity in products ideally including motor trade, commercial combined, or SME package business considered advantageous.
• Confident communication and relationship-building skills, allowing you to advise business owners face-to-face and establish trust across local business networks.
• Proactive, self-driven approach to client acquisition and pipeline development, backed by good negotiation capability with insurer underwriters.

If this role isn't quite right, it's still worth speaking to one of our specialist team, as we may be working on something that hasn't hit the market yet.

Related Job Titles: Commercial Insurance Account Executive, Corporate Account Executive, Senior Commercial Account Handler, Client Account Manager, Commercial Development Executive

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.