Financial Services
Insurance Account Executive
Job role: Insurance Account Executive
Location: London (hybrid working)
Salary: £40,000–£50,000 pa
Rise10 Recruitment is delighted to partner with a rapidly growing, forward-thinking financial services group to recruit an experienced Insurance Account Executive. This is a fantastic opportunity to join an expanding commercial broking team within an innovative business.
The Opportunity
This role is perfect for a proactive, commercial, and relationship-driven professional who enjoys managing a varied portfolio while winning and developing new business. You’ll take ownership of an established book of mid-market commercial clients and play a key role in the continued growth of the team.
Key Responsibilities
Client & Account Management
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Manage a portfolio of mid-market commercial clients across multiple industry sectors.
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Build strong, long-term relationships through regular contact, renewals, and strategic account reviews.
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Conduct thorough fact-finds to understand client operations, risks, and coverage needs.
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Present renewal strategies, market submissions, and tailored insurance programme recommendations.
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Ensure documentation is accurate, compliant, and delivered promptly.
Broking & Technical Expertise
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Negotiate competitive terms, coverage enhancements, and risk solutions with insurers.
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Review policy wordings, endorsements, and schedules to ensure appropriate cover.
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Support claims handling and advocate for clients for fair outcomes.
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Stay up to date with market trends, emerging products, and regulatory changes.
New Business Development
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Generate new business through networking, referrals, marketing activity, and cross-selling.
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Prepare proposals and deliver strong presentations to prospective clients.
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Meet new business, retention, and revenue targets aligned with company goals.
Compliance & Administration
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Maintain clear, accurate records in line with FCA regulations and internal procedures.
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Adhere to compliance, conduct risk, and Treating Customers Fairly (TCF) standards.
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Contribute to continuous improvement and team development.
What We’re Looking For
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Minimum 5 years’ commercial insurance experience, including at least 3 years as an Account Executive or Senior Account Handler.
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Strong knowledge of mid-market commercial insurance products and the broking lifecycle.
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Proven ability to manage relationships and deliver outstanding client service.
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Confident negotiator with strong commercial acumen.
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Track record of generating and converting new business.
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Cert CII / Dip CII (or working towards) preferred.
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Excellent communication, presentation, and organisational skills.
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Self-motivated, target-driven, and able to work independently or as part of a team.
Benefits
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£40,000–£50,000 salary depending on experience
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Attractive bonus structure
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Support for professional development and CII qualifications
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Stable and diverse client portfolio with growth potential
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Collaborative and supportive team environment
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Private healthcare after probation
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Generous holiday allowance
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Hybrid working: 3 days office / 2 remote
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Regular team events and a vibrant culture
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Clear career development pathways
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