Client Executive

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