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Account Executive – Existing Business (Commercial Insurance)
Location: Colchester, Hybrid (initially fully onsite; 3 days in-office after 6 months)
Employment Type: Full-Time | Permanent
Sector: Commercial Insurance – Not-for-Profit & Care Sector
An established, purpose-led insurance brokerage is seeking a proactive and client-focused Account Executive to join its Existing Business team. With over five decades of experience, the organisation specialises in supporting socially impactful sectors such as charities, care providers, and faith-based organisations. This is an opportunity to develop professionally while contributing to work that benefits communities nationwide.
The Role
You will manage a portfolio of 30–40 commercial insurance clients per month, focusing on renewals, mid-term adjustments, compliance, and client retention. You’ll work closely with internal teams to ensure excellent service, competitive cover, and high retention performance.
Key Responsibilities
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Manage an assigned portfolio of commercial clients
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Deliver client services including renewals, re-broking, MTAs, and claims queries
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Ensure a retention rate of 90%+ and support income growth
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Uphold internal compliance procedures and FCA regulations
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Collaborate with New Business teams when needed
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Maintain professional and ethical client relationships
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Engage in ongoing training (Cert CII support provided)
Person Profile
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2–3 years of experience in commercial insurance, ideally with broking or renewal experience
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Working knowledge of FCA compliance and insurance regulations
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Strong communication, organisation, and client-handling skills
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Attention to detail and a customer-first approach
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A goal-oriented mindset and commitment to professional development
Why Apply?
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Join a values-driven team with a strong sense of purpose
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Full training and Cert CII qualification support provided
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Competitive salary with performance bonuses
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Hybrid working model post-probation
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Make a professional and social impact through your work
Apply now if you're ready to take ownership of a commercial portfolio and grow within a collaborative, ethical organisation that values both results and purpose.
