Senior Account Executive (Commercial Insurance)
| Posting date: | 29 April 2026 |
|---|---|
| Salary: | £50,000 to £80,000 per year |
| Hours: | Full time |
| Closing date: | 29 May 2026 |
| Location: | B21 0AF |
| Remote working: | On-site only |
| Company: | Talent Finder |
| Job type: | Permanent |
| Job reference: | GSNAM-001-22254 |
Summary
Senior Account Executive (Commercial Insurance)
Location: Birmingham
Working Hours: Monday to Friday, 9:00 am to 5:30 pm
Salary: £50,000 – £80,000+ DOE
Our client is a mid-sized, specialist insurance broker with 8 staff, where all employees are expected to support across the business when required. The workload is broad but involves minimal input across different areas and is not fast-paced or demanding. The business provides a reliable, personal and professional service, arranging comprehensive and competitive insurance solutions tailored to client needs.
The role requires a self-sufficient individual with the ability to work on their own initiative. This is primarily a self-generated role, with a preference for candidates who can bring business with them.
The Role
The Senior Account Executive will play a key role in driving the continued growth of RBA Commercial Insurance by securing new commercial clients and managing a portfolio of existing accounts. The role is focused on delivering a highly professional, personal, and reliable service, ensuring clients receive the most comprehensive insurance solutions tailored to their specific business needs. The successful candidate will act as a trusted advisor to both colleagues and clients, combining strong market knowledge with a consultative sales approach to build long-term, profitable relationships.
Key responsibilities include:
• Proactively identify, target, and secure new commercial insurance opportunities across a range of industries
• Develop and execute a structured business development strategy to achieve and exceed revenue targets
• Build and maintain a robust pipeline of qualified prospects through networking, referrals, and market engagement
• Attend industry events, client meetings, and networking opportunities to promote the business and generate leads
• Deliver high-quality presentations and proposals to prospective clients, clearly articulating value and service offering
• Build, develop, and maintain strong, long-term relationships with clients at the decision-maker level
• Act as a trusted advisor, understanding clients’ businesses, risks, and strategic objectives
• Conduct regular client reviews to ensure insurance programmes remain appropriate and competitive
• Provide ongoing support and advice throughout the policy lifecycle, ensuring a high level of client satisfaction
• Handle complex client queries and provide expert guidance in a timely and professional manner
• Analyse client risk exposures and design tailored insurance programmes to meet their needs
• Prepare and present risk information to insurers in a clear and compelling manner
• Negotiate with insurers to secure the most comprehensive cover and competitive terms
• Work closely with internal broking teams to ensure accurate and efficient placement of policies
• Ensure all documentation, presentations, and recommendations are accurate and compliant
• Identify opportunities to cross-sell and up-sell additional insurance products and services
• Strengthen client relationships to increase account value and long-term profitability
• Manage renewals proactively, ensuring timely engagement and competitive outcomes
• Maintain up-to-date knowledge of the commercial insurance market, including insurer appetite and emerging risks
• Monitor competitor activity and identify opportunities to differentiate RBA’s offering
• Stay informed of regulatory requirements and ensure compliance in all client interactions
• Work collaboratively with broking, Renewal Team, claims, and support teams to deliver a seamless client experience
• Provide clear and accurate instructions to internal teams to ensure efficient service delivery
• Share market insights and contribute to team knowledge and overall business strategy
• Support and mentor junior team members where appropriate
• Meet and exceed individual sales and income targets
• Maintain accurate records of client interactions and pipeline activity
• Provide regular updates to management on business development progress and forecasts
• Ensure all activity is aligned with company processes, compliance standards, and FCA requirements
This list is not exhaustive.
Requirements
Essential
• Proven track record in commercial insurance sales and account management (typically 15+ years)
• Strong technical knowledge of commercial insurance products and markets
• Experience within an insurance broker environment
• Demonstrated ability to win, retain, and grow client accounts
• Cert CII qualified
• Knowledge of Insurance software houses, preferably Acturis
• Good Insurer relations that can improve our insurance products
• Highly developed sales, negotiation, and influencing skills
• Strong relationship-building ability with senior stakeholders
• Commercially astute with a strategic mindset
• Self-motivated, proactive, and target-driven
• Excellent communication and presentation skills
• Strong organisational skills with the ability to manage multiple priorities
• High level of professionalism, integrity, and client focus
What’s in It For You
• Salary typically 75% of overall income with uncapped bonus potential
• Commission structure to be agreed, with bonus triggers dependent on the salary agreed
• Full support for marketing, lead generation, and business development ideas
• Administrative team in place to support across all processes
• Office-based initially, with flexibility as the role develops
• Holiday entitlement typically 25 days plus bank holidays
• Pension contributions generally 3% employer contribution, with salary sacrifice options
• Additional benefits to be discussed, including car allowance, private medical insurance, life assurance, laptop, and mobile phone
What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!
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