Commercial Account Executive

Albion Blake; Winchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A well-established insurance agency in Winchester is looking for a Commercial Account Executive to effectively manage client relationships and deliver high standards of service. The successful candidate will handle customer enquiries, manage renewals, and introduce tailored insurance solutions. Essential skills include strong communication, organisational ability, and proficiency in CRM systems. This role offers a competitive salary, professional development support, and 24 days annual leave plus bank holidays.

Benefits

Full training and support

24 days annual leave plus bank holidays

Competitive salary and pension contribution

Health Cash Plan membership

Qualifications

• Professional and confident in approach.
• Able to work independently and as part of a team.
• Full UK driving licence and access to a vehicle.

Responsibilities

• Manage customer enquiries and policy renewals.
• Identify cross-selling opportunities.
• Maintain strong client relationships.
• Ensure compliance with FCA requirements.

Skills

Customer-focused approach

Communication skills

Relationship-building skills

Proactive and organised

Competency in Microsoft Office

Tools

CRM systems

Job description

Commercial Account Executive - £45,000

Location : Winchester

Contract : Full-Time, Permanent

Hours : Monday to Friday, 9 : 00am – 5 : 00pm

Salary : Competitive, dependent on experience

The Role

We are seeking a capable and customer-focused Commercial Account Executive to join a well-established insurance agency. This role is suited to someone who enjoys managing client relationships, delivering high standards of service, and identifying appropriate opportunities to support business growth.

You will manage a portfolio of clients, handle enquiries and renewals, and introduce relevant insurance and financial services solutions, ensuring all activity is compliant and customer-focused.

Key Responsibilities

• Manage customer enquiries, policy amendments, and renewals
• Identify and develop appropriate cross-selling opportunities
• Introduce insurance and financial services products aligned to client needs
• Maintain strong, long-term client relationships
• Ensure all transactions comply with FCA requirements and internal standards

About You

• Professional, confident, and customer-focused in your approach
• Strong communication and relationship-building skills
• Able to work effectively both independently and as part of a team
• Proactive, organised, and demonstrates sound commercial judgement
• Competent in Microsoft Word, Excel, PowerPoint, and CRM systems
• Full UK driving licence and access to your own vehicle

What’s on Offer

• Full training and support, including assistance with gaining professional licences
• 24 days annual leave plus bank holidays, plus your birthday off
• Competitive salary and pension contribution
• Health Cash Plan membership
• A stable, long‑term opportunity within a respected insurance agency

Additional Information

We are committed to providing an inclusive recruitment process. Please let us know if you require any reasonable adjustments.

All applicants must hold a clean UK driving licence.

The successful candidate will be subject to FCA‑compliant screening.