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Account Executive - Remote

Posted Yesterday
Sales / Business
Full Time
Worldwide

Overview

We are seeking a dynamic and motivated Account Executive to manage and develop a portfolio of commercial clients in the insurance sector, focusing on providing excellent service and driving new business growth.

In Short

  • Manage a portfolio of SME to mid-market commercial clients.
  • Develop new business opportunities through referrals and networking.
  • Conduct client visits and risk reviews.
  • Negotiate terms with insurers for optimal solutions.
  • Support renewals, MTAs, and claims processes.
  • Maintain accurate records using Acturis or similar systems.
  • Represent the business with professionalism.
  • Work independently with purpose.
  • Collaborate with internal teams for client support.
  • Contribute to a supportive working culture.

Requirements

  • Proven experience in a similar role.
  • Strong knowledge of commercial insurance products.
  • Confident communicator with clients and insurers.
  • Self-driven with workload management skills.
  • Familiarity with Acturis or similar platforms.
  • Cert CII or progression toward qualifications desirable.

Benefits

  • Competitive basic salary plus new business incentives.
  • Flexible working arrangements (hybrid/remote).
  • Real opportunity to shape your role and client base.
  • Career development and CII support.
  • Team social events and wellbeing initiatives.
The Summit Group logo

The Summit Group

The Summit Group is a forward-thinking, independent commercial insurance broker based in Leeds, dedicated to serving clients across Yorkshire and beyond. Founded by experienced industry professionals, the company emphasizes long-term relationships, technical excellence, and tailored risk solutions across various sectors, including construction, manufacturing, property, and professional services. With a focus on quality advice and client retention, The Summit Group fosters a supportive and non-corporate working culture, offering flexible working arrangements and opportunities for career development.

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