Commercial Account Executive – Book to inherit

Location:
Birmingham Office-based role (5 days a week)

PURPOSE OF ROLE

Our client, a well-established and growing insurance brokerage, is looking for a driven and experienced Commercial Account Executive to join their team. This is an exciting opportunity for a skilled insurance professional to inherit a book of business and further develop it, with a flexible mix of new business and existing client management tailored to the individual.

You will be responsible for handling a diverse range of commercial insurance policies, managing client relationships, and ensuring exceptional service standards.

SKILLS

• Strong knowledge of general commercial insurance products and markets
• Excellent communication and negotiation skills
• Ability to build and maintain strong client relationships
• Confident in managing a portfolio with premiums ranging from £1k – £100k
• Strong business development skills with a proactive approach to identifying opportunities
• Highly organised with strong attention to detail
• Ability to work effectively in a fast-paced environment and manage multiple tasks

EXPERIENCE

• 5-7 years plus experience in the insurance industry, specifically within commercial insurance
• Proven track record of managing a book of business successfully
• Experience dealing with a mix of New and Existing business
• Exposure to handling a variety of commercial insurance products

QUALIFICATIONS

• Cert CII qualification (preferred but not essential)

DAY TO DAY

• Managing and growing an inherited book of business, ensuring excellent client service
• Developing and maintaining strong client and insurer relationships
• Advising clients on the best insurance solutions for their needs
• Handling renewals, mid-term adjustments, and new business enquiries
• Negotiating with insurers to secure competitive terms for clients
• Identifying opportunities for cross-selling and upselling additional products
• Working closely with internal teams to ensure smooth client onboarding and servicing

If you have the relevant experience or know someone that does, please contact me now on  or email us at