Bell & Co Professional Recruitment Ltd
Account Executive
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Commercial Account Executive
Doncaster | Hybrid Working | Substantial Existing Portfolio | c£70,000 + Car Allowance / Excellent Benefits
Looking for an Account Executive opportunity where you can inherit a significant, established portfolio with a mix of some interesting risks, including Aerospace?
We’re working with a leading insurance broker in Doncaster that is looking to appoint an experienced Commercial Account Executive as part of its long-term succession planning.
The successful individual will inherit an established portfolio generating approximately £300,000 in annual income, currently managed by an experienced Account Executive who is planning to retire in Summer 2027, which will hopefully give sufficient time for a thorough handover.
Alongside managing and developing the existing portfolio, you'll have the opportunity to generate new business and continue growing and shaping the book over the longer term.
The Opportunity
You'll take responsibility for building trusted relationships with commercial clients across a range of sectors, acting as a genuine adviser and helping them understand and manage their insurance and risk requirements.
You'll work closely with an established broking operation, insurer partners and specialist teams, giving you the support to concentrate on your clients, retention and portfolio development.
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Your responsibilities will include:
- Taking over and developing an established portfolio generating c£300k in income
- Building strong, long-term relationships with existing clients
- Managing renewal and placement strategies
- Identifying opportunities to broaden and develop client relationships
- Generating new business through networking, referrals, prospecting and relationship development
- Providing consultative insurance and risk management advice
- Working closely with broking, insurer and specialist teams to deliver excellent client outcomes
- Driving strong retention and sustainable portfolio growth
About You
We're interested in speaking with experienced commercial insurance professionals who have a strong client-facing background and enjoy developing long-term relationships.
Ideally, you'll have:
- Experience managing and developing commercial insurance clients
- Strong knowledge of commercial insurance products and insurer markets
- A track record of retaining and developing existing business
- Experience winning or developing new commercial business
- Strong communication, negotiation and relationship-building skills
- A commercial, consultative approach to client management
- Experience using insurance/CRM systems
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Cert CII and experience with Acturis would be advantageous, although neither is essential.
What's On Offer?
This is a particularly attractive opportunity for an established Account Executive who wants the best of both worlds – a sizeable existing portfolio from day one, alongside the freedom and support to continue developing new business.
You'll also benefit from:
- An existing book generating c£300k in annual income
- Planned handover period with the retiring Account Executive
- Hybrid working, with up to 3 days from home
- Established broking, handling and claims support
- Opportunity to grow and develop the portfolio further
- Long-term career prospects within a growing business
On offer is a salary of c£70,000 (negotiable DOE), car allowance, pension, life assurance, private medical, support for CII qualifications and a range of flex benefits.
If you're an experienced Commercial Account Executive who may be considering your next move — or you're simply curious about an opportunity with a substantial existing book — please get in touch for a confidential conversation.
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