Account Executive

Job Title: Account Executive – Retail (New Business)

Location: Colchester (Hybrid / Field-Based)

Salary: £40,000 – £60,000 + car allowance + phone allowance + bonus

Benefits: Car & phone allowance, hybrid working, performance bonus, professional development support

About the Company:

A highly respected independent insurance broker with a strong national presence, this firm has a reputation for its client-first approach and market-leading expertise across commercial and retail lines. With a collaborative, growth-driven culture, they combine traditional broking values with modern delivery — empowering Account Executives to build lasting client relationships while enjoying genuine autonomy and development opportunities.

Role Summary:

This is a key opportunity for an ambitious Account Executive to drive new business across the retail and commercial markets. You’ll manage the full sales process — from prospecting and client meetings through to placement and onboarding — while ensuring FCA compliance and maintaining the firm’s high service standards.

Key Responsibilities:

• Develop and convert new business opportunities through proactive prospecting, networking, and referral activity.

• Meet clients face-to-face to understand their insurance needs and deliver tailored solutions at competitive terms.

• Broke and underwrite risks in line with company and FCA best practice.

• Build and nurture long-term relationships with clients and industry partners to support retention and growth.

• Prepare and present comprehensive new business proposals, ensuring accuracy and compliance.

• Collaborate closely with internal teams to ensure smooth handover and client onboarding.

Requirements:

• Cert CII qualified or working towards (desirable)

• Proven experience in commercial or retail insurance, ideally in a new business or client-facing role

• Strong understanding of FCA regulations and compliance principles

• Excellent communication, negotiation, and relationship-building skills

• Self-driven, resilient, and able to manage multiple priorities with minimal supervision

• Confident networker with a proactive approach to business development

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, New Business Executive, Insurance Development Executive, Client Executive, Corporate Account Executive