SME Account Executive

• Providing insurance solutions to a range of SME commercial clients
• Identifying cross-selling and upselling opportunities
• Developing new business through networking, referrals, and proactive prospecting
• Understanding clients' needs and providing tailored insurance solutions
• Working closely with Account Handlers, Insurers, and other internal teams
• Staying up to date with market trends, insurer appetite, and regulatory requirements
• Work proactively on maintaining pipeline and converting new business leads
• Negotiate terms with insurers to secure the best outcomes for clients
• Maintain accurate and up-to-date records on CRM and policy systems
• Ensure FCA compliance in all client interactions and documentation

• Proven experience in a commercial insurance role
• Strong knowledge of UK commercial insurance products
• Confident communicator with excellent client-facing skills
• Ability to work independently and as part of a team
• Cert CII qualification desirable (or willingness to work toward it)
• A proactive, driven, and customer-first mindset

Cert CII qualification desirable (or willingness to work toward it)

• Bonus
• Highly competitive commission structure
• Supportive working environment
• Structure to develop and achieve full potential