Client Executive – Commercial Insurance
Build relationships. Drive growth. Make your mark.
Our client, an Insurance Brokers, is a boutique, quality-driven insurance business with a genuine personal touch. They pride themselves on doing things properly — offering tailored advice, building lasting relationships, and delivering exceptional client service.
They are now looking for a Client Executive to join their growing team and play a key role in developing and managing a portfolio of commercial clients.
The Role
You’ll be at the forefront of our business — working directly with clients, understanding their risks, and delivering expert insurance solutions.
This is a client-facing, growth-focused role where you’ll manage your own pipeline, build relationships, and contribute to the continued success of the business.
What You’ll Be Doing
Client Relationship Management
*Act as a trusted, client-facing representative of the business
*Meet clients (in person & virtually) to understand their business and risks
*Provide professional advice on commercial insurance solutions
*Prepare and present renewal reports and market presentations
*Deliver outstanding service throughout the policy lifecycle
Business Development & Pipeline Management
*Build and manage your own pipeline of new business
*Generate leads through networking, referrals, and introducers
*Attend events, exhibitions, and client functions
*Identify cross-sell and up-sell opportunities
*Work towards agreed income and activity targets
Market & Insurer Engagement
*Work closely with the internal broking team to secure the best terms
*Build strong internal relationships to support client outcomes
Compliance & Regulation
*Operate in line with FCA requirements and internal processes
*Ensure all advice and documentation is compliant and auditable
*Maintain accurate records and excellent file hygiene
*Follow Consumer Duty and Treating Customers Fairly (TCF) principles
Systems & Administration
*Use Acturis (preferred) to manage policies and documentation
*Maintain CRM accuracy and pipeline reporting
*Record all client communications appropriately
What We’re Looking For
Essential
*Experience in commercial insurance or financial services (broking or underwriting)
*Confident and credible in a client-facing role
*Strong communication and presentation skills
*Ability to manage workload and prioritise effectively
*Understanding of FCA regulatory framework
*Proactive, professional approach to business development
Desirable
*Acturis experience
*Working towards (or willing to undertake) CII qualifications
*Experience generating business through networking
Who You Are
*Ambitious and career-driven
*Commercially minded
*Highly organised with strong attention to detail
*Resilient and comfortable in a growing business
*A strong relationship builder with excellent interpersonal skills
*Positive, team-oriented, and solutions-focused
How You’ll Be Measured
*New business income generated
*Client retention levels
*Quality and compliance of client files
*Pipeline activity and conversion rates
*Contribution to overall business growth
What You’ll Get
*Competitive salary + expenses
*Company pension
*21 days holiday + Bank Holidays (increasing with service)
*Future profit-share bonus structure
*Company phone & laptop
Why Join this Company?
This is more than just a job — it’s an opportunity to grow with a business that values quality over volume, relationships over transactions, and people over process.
If you want to be part of a high-performing, supportive, and ambitious team, we’d love to hear from you.
Quality Personnel acting as an Employment Agency & Business (rated as one of the top 3 Agencies in Milton Keynes for the 6th year running!).
Please note due to the volume of applications we receive you will only be contacted if we are progressing your application.