Commercial Account Executive

  • Trades Workforce Solutions
  • Bolton, Lancashire
  • Apr 30, 2026
Full time Sales & Marketing

Job Description

Job Title: Account Executive / Client Director Salary: Negotiable
Location: Northwest Purpose of Role

To develop and build a personal portfolio of insurance clients whilst working to overall financial targets and driving sales and business development within your team.

Responsibilities
  • Establish and build firm relationships with clients, maintain current relationships and be a trusted advisor to senior stakeholders
  • Help clients to understand the risks they face and build a greater resilience into their business
  • Think strategically about client base and cross sell to the wider trading teams
  • Ability to use technical knowledge to shape discussions with clients and provide guidance to the team
Day-to-Day
  • Meeting with clients across the Northwest area
  • Handling client queries and providing timely, professional advice
  • Preparing and presenting renewal terms and recommendations
  • Providing accurate sales forecasts to the regional sales director
Experience
  • Background in managing commercial clients within a professional services environment
  • Track record of business development and client retention
  • Experience of working with a broad range of industry sectors
  • Understanding of compliance, governance, and industry regulations
Skills
  • CII and working towards further qualifications
  • Solid industry knowledge
  • Demonstrate the ability to provide a responsive first- class service to clients
  • Strong business acumen and the ability to understand complex products
  • Self motivated and target- orientated with a drive for results
  • Flexibility to adapt in changing market conditions and the ability to handle rejection and overcome objections and persist in opportunities
  • Working knowledge of FCA compliance rules

If you have the relevant experience or know someone that does, please contact me now on or email us at