HR, L&D and Head Office


Location: Stockport Salary: £26000 - £30000 per annum, Benefits: +Long term benefits
Sector: HR, L&D and Head Office, Finance Specialism:
Type: Permanent - Full Time Contact: Kieron Smithson

Commercial Insurance Account Exec & Manager
South Manchester/Stockport Area & potentially some WFH
Salary £26-30K DOE – Negotiable

Are you tired of your good ideas going to waste? Frustrated with being a small cog in a big machine, with no real ability to make an impact? Hit a glass ceiling in your current brokerage firm?

Our client is a newly formed dynamic business created to fill a gap in the market for a specialist, independent, client-centric and service focussed commercial insurance brokerage. We will provide insurance solutions to organisations of all shapes and sized, from start-ups, to SME’s through to larger corporate risks.
Working in conjunction with the very experienced directors, this is an incredible opportunity for the right person to manage the day to day function within the business. You will be responsible for ensuring the high level of work from the team as well as nurturing and developing new talent within the branch as growth is very much on our agenda. This role would suit a driven individual, potentially frustrated in their current environment who already has extensive commercial brokerage experience and who is looking for career advancement and an opportunity to go into senior management.


  • Build and maintain relationships with clients by adopting a proactive approach to customer service  

  • Support the directors who will be taking the lead on outbound business development

  • Collate and input client details in the CRM system

  • Interact with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments

  • Administer client’s requirements, including mid-term adjustments, renewals, obtaining quotations, cross-sales and invoicing of premiums

  • Assist the management in the preparation of presentations and submissions to insurers and suppliers

  • To support the directors on Compliance and Operational matters ensuring adherence to agreed policies and procedures by all staff through effective supervision

  • Production of new business quotation and renewal terms

  • Preparation of new business quotations and market submissions.

  • Arrange cover to comply with the client instructions

  • Check all documentation for accuracy before issuing to clients or appropriate parties

  • Review management information and reports as necessary, ensuring that the appropriate action is taken


  • Good working knowledge of commercial Insurance contracts across multiple classes

  • Minimum 5 years’ Commercial Insurance broking experience

  • Cert / CII Qualified

  • Have the ability to demonstrate a sound knowledge of insurance policy construction

  • Able to work on own initiative, organised with the ability to prioritise to ensure work is delivered accurately and in a timely manner

  • An eye for detail and a high level of accuracy within both written and verbal communication

  • An understanding of underwriting criteria

  • Strong IT including CRM system skills