Commercial Insurance Account Executive
Salary: Circa £30,000 to £40,000 depending on experience
Location: Hertfordshire
Contract: Full Time
Permanent Hours: Monday to Friday, 9am–5pm
PURPOSE OF ROLE
To manage and develop a portfolio of commercial clients, deliver high-quality insurance advice, identify growth opportunities, and contribute to business expansion through excellent client service and relationship building in a customer-focused environment.
RESPONSIBILITIES
Manage and develop your own portfolio of commercial clients
Proactively identify and convert new business opportunities
Handle renewals, mid-term adjustments, and client enquiries, ensuring excellent customer outcomes
Build trusted, long-term relationships with key decision-makers
Cross-sell a full range of insurance and related products, including financial services and risk management services
Work with underwriters to secure appropriate cover and terms
Maintain accurate and compliant client records using CRM systems
Contribute to overall growth, client retention, and reputation within the local business community
DAY-TO-DAY
A typical day involves client meetings (in-person and virtual), reviewing and preparing renewal quotations, handling policy enquiries and adjustments, prospecting for new opportunities, collaborating with underwriters and internal teams, updating client records, and following up on cross-selling leads—all while prioritising outstanding service and compliance.
EXPERIENCE
Commercial insurance experience is highly desirable
Previous experience in a similar account executive, client-facing, or sales role within insurance preferred
Proven track record of managing client portfolios and achieving retention/growth targets
SKILLS
Competent use of Microsoft Office software (Word, Excel, Outlook)
Excellent literacy, written and verbal communication skills
Strong numeracy and attention to detail
Flexible, people-oriented approach with the ability to build and maintain relationships
Self-motivated, ambitious, and customer-focused mindset
Ability to work effectively in a supportive team environment
Full training and ongoing support will be provided in a friendly, professional setting for the right candidate.
If you have the relevant experience or know someone who does, please contact Glenn Youens: 📞 07715 931523 📧 admin@lawesgroup.co.uk