Account Executive (Existing Book)

Overview

In this role, you will manage and grow a client portfolio within a specialist Charity & Not-for-Profit team, delivering tailored insurance solutions and high-quality service. You’ll steer renewals, mid-term adjustments, and client engagements, coordinating with insurers and internal teams. You’ll build senior-level relationships with decision makers and represent the business at partner meetings and events. This role offers ownership of your portfolio, with clear targets and hybrid working in Cheltenham.

Pay / Benefits

• strong benefits package
• competitive salary
• hybrid working (2 days in the office)
• career development opportunities
• collaborative and inclusive working environment

Responsibilities

• Manage and develop an existing portfolio of clients
• Lead renewal activity and manage mid-term adjustments
• Build relationships with key decision makers and partners
• Work with external service providers and internal stakeholders
• Understand client requirements and identify appropriate insurance solutions
• Meet or exceed annual targets
• Attend quarterly MI meetings with partners
• Engage regularly with clients, partners and internal teams
• Travel to partner meetings and client promotional events

Key requirements

• Experience in the insurance market with a solid understanding of general insurance
• Experience providing specialist advice to clients
• Commercially minded with strong client-facing relationship abilities
• Excellent communication, presentation and negotiation skills
• Ability to adapt communication style to different clients and stakeholders
• Strong organisational skills, diary management, and ability to meet tight deadlines while maintaining accuracy

• Client-focused
• Excellent communication
• Negotiation
• General insurance knowledge
• MI/reporting familiarity
• Stakeholder management

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