Capio Recruitment
Client Executive

How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Senior Client Executive – Commercial Insurance
Location: Chelmsford
Salary: £60,000 – £75,000
About the Company:
An established, independent insurance broker with a strong presence across the UK and access to the Lloyd’s market. The business works across a broad range of commercial and specialist insurance classes, combining corporate broking capability with dedicated claims and risk-management expertise. Its corporate team supports clients with areas including property, business interruption, liabilities, cyber, M&A and international exposures.
Role Summary:
This is a senior client-facing position within a corporate insurance division, taking responsibility for managing and developing a portfolio of commercial clients while contributing to the wider performance of the team.
You’ll work closely with clients, insurers and internal broking colleagues, combining relationship management with new business development, market engagement and technical oversight. The role would suit someone comfortable taking ownership of complex commercial accounts while helping strengthen insurer relationships and supporting colleagues across the division. The underlying job specification also places a strong emphasis on FCA compliance, CPD and maintaining high standards of client documentation.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities:
- Manage and develop a portfolio of corporate clients: Build long-term client relationships while ensuring their insurance requirements are understood and appropriately serviced.
- Generate new business: Develop opportunities through existing clients, introductions and your own network, giving you scope to grow your portfolio and commercial influence.
- Oversee broking and placement activity: Work with the wider team to ensure enquiries are handled appropriately and risks are placed with suitable insurance markets.
- Maintain strong insurer relationships: Develop productive relationships with insurer partners and help identify additional markets where appropriate.
- Support claims and complex client matters: Work alongside the claims team and provide input on significant or technically demanding cases.
- Contribute to divisional performance: Support delivery against team budgets, business plans and service standards while sharing your experience with colleagues.


Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements:
- Strong experience managing commercial or corporate insurance clients
- Minimum Cert CII qualification, with commitment to continued professional development
- Good understanding of FCA requirements and working within a regulated insurance environment
- Strong relationship-building skills across clients, insurers and internal teams
- Ability to manage competing workloads, delegate effectively and meet reporting deadlines
- Confident communication skills with the ability to contribute across a senior client-facing team
If this role isn’t quite right, it’s still worth speaking to one of our specialist team - we may be working on something that hasn’t hit the market yet.
Related Job Titles: Commercial Account Executive, Corporate Account Executive, Insurance Client Executive, Senior Account Executive, Commercial Insurance Executive
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London