Account Executive

Overview

The Account Executive is responsible for managing a portfolio of construction-sector clients, delivering exceptional service, and driving new business growth. This role combines technical insurance expertise, strong relationship management skills, and a commercially driven mindset. Proficiency with the Acturis system is essential, ensuring accurate documentation, efficient processing, and high-quality client service.

Key Responsibilities

Client Relationship Management

• Manage and grow a portfolio of construction clients, including contractors, developers, trades, and associated professions.
• Conduct regular client reviews to identify gaps, assess coverage needs, and recommend tailored solutions.
• Serve as the primary point of contact, ensuring timely responses and excellent service across all touchpoints.

New Business Development

• Actively seek new business opportunities through networking, referrals, cold outreach, and market research.
• Build and maintain strong relationships with prospective clients, presenting compelling value propositions.
• Lead the full new business cycle-from initial contact, needs analysis, and quotation to presentation and onboarding.
• Achieve and exceed new business and retention targets.

Technical & Broking Duties

• Prepare and negotiate insurance quotations, renewals, and placements with insurers.
• Provide technical guidance on construction-specific insurance classes, such as:
• Contractors All Risks (CAR)
• Liability (EL/PL)
• Professional Indemnity
• Plant & Machinery
• Contract Works
• Ensure insurance programmes are compliant and accurately meet client needs.

Acturis System Management

• Use Acturis for all policy administration, including processing MTAs, renewals, and new business.
• Maintain accurate client records and documentation.
• Generate reports, summaries of cover, and presentations.
• Ensure all data is entered accurately to support audit and compliance standards.

Compliance & Risk Management

• Adhere to FCA requirements and internal compliance frameworks.
• Keep accurate records, ensuring all client communications and transactions are documented.
• Stay updated on market developments, insurer appetite, and regulatory changes.

Skills & Experience Required

Essential

• Proven experience as an Account Executive within commercial insurance, ideally with exposure to construction risks.
• Strong working knowledge of the Acturis system.
• A demonstrable track record of winning and retaining business.
• Excellent communication and negotiation skills.
• Strong commercial awareness and a proactive, entrepreneurial mindset.

Desirable

• Cert CII or working towards qualifications.
• Experience managing mid-market or corporate construction clients.
• Established relationships with relevant insurers and MGAs.

Key Attributes

• Hungry for new business with a target-driven mentality.
• Client-focused, always aiming to go above and beyond.
• Detail-oriented, especially regarding policy accuracy and documentation.
• Confident communicator with the ability to challenge, influence, and persuade.
• Collaborative, working effectively with internal brokers, account handlers, and insurers.

Location - Hybrid - 3dpw in the office