Senior Account Executive/Director

Senior Account Executive / Director - Commercial

Governance Structure: UK Retail

Department/Team: Sales / Commercial

Location: South / Amersham

Contract Type: Permanent

Working Hours: Full Time / Part Time

Working Type: Office Based / Hybrid

Line Manager: Regional Director of Sales, Amersham

People Leader: No

Senior Manager/Certified: No

Team Profile

The Sales team at Clear Group is responsible for driving new business growth, maximising cross-sell opportunities, embedding sales discipline, and ensuring strong client retention. By combining strategic account management with proactive client engagement, the team delivers sustainable revenue growth while providing exceptional client experiences.

Through close collaboration with Broking Operations and other key functions, the Sales team ensures a seamless end-to-end client journey and builds long-term, trusted relationships across all offices and hubs.

Position Profile

As a Senior Account Executive / Director at Clear Group you will play a pivotal role in driving business growth and enhancing client relationships. With a focus on both new business acquisition and client retention, you will proactively identify fresh opportunities while ensuring that existing clients' evolving insurance needs are expertly met.

You will provide tailored advice, manage policy renewals, and guide clients through the complexities of the insurance market. This is a proactive, results-driven position that requires a strong balance of business development, client service excellence, and deep industry insight.

Client Relationship Management

• Act as a trusted advisor to clients, building strong, consultative relationships based on expertise and reliability.
• Maintain a deep understanding of clients' businesses, industries, and risk profiles to anticipate and meet their needs.
• Provide a highly personalised experience, tailoring solutions and communications to suit individual client requirements.
• Proactively resolve issues and identify value-add opportunities to improve service and drive retention.

New Business Development

• Drive revenue growth by identifying and securing new business opportunities through networking, referrals, and market research.
• Take a consultative approach to understand the needs of prospective clients, offering bespoke insurance solutions that build trust.
• Build and manage a strong sales pipeline, attending networking events and leveraging existing relationships to generate leads.
• Collaborate with marketing and internal teams to support campaigns, follow up on inbound enquiries, and convert interest into business.
• Maintain a market-focused mindset, identifying niche sectors or under served risks for strategic targeting.
• Deliver professional and persuasive presentations - in person or virtually - to influence decision makers and secure new clients.
• Meet and exceed individual and team growth targets while maintaining the highest standards of client service.

Renewal and Policy Management

• Lead the full renewal process, engaging clients early and negotiating optimal terms aligned with their risk and business strategy.
• Use market insights and benchmarking data to demonstrate value and secure favourable outcomes.
• Review and update policies as clients' risk profiles or business structures evolve.
• Promote retention through excellent service, proactive communication, and consistently delivering above expectations.

Compliance and Risk Management

• Embed compliance and transparency in every client interaction.
• Clearly explain regulatory obligations (e.g., FCA, GDPR) and ensure clients are fully informed.
• Proactively flag risks or compliance concerns and support internal governance protocols.
• Maintain accurate, professional, and audit ready records of all client activities.

Collaboration and Teamwork

• Mentor and support Account Handlers and junior colleagues, contributing to a high performing team culture.
• Encourage cross functional collaboration to ensure seamless and responsive service delivery.
• Share knowledge and celebrate success to build a positive, goal oriented working environment.

Market Knowledge and Industry Engagement

• Stay informed about market trends, regulatory updates, and emerging risks, using this insight to guide clients.
• Position Clear Group as a thought leader through knowledge sharing and expert consultation.
• Build and maintain strong relationships with insurers, brokers, and industry bodies to gain competitive advantage and market intelligence.
• Represent the company at events and forums, enhancing brand visibility and bringing back valuable insights.
• Share knowledge internally to support continuous learning, innovation, and service development.

Candidate Profile Attributes, Skills & Qualifications

We welcome applications from individuals who meet the essential criteria through relevant experience or transferable skills. Additional desirable skills, attributes, or qualifications will be considered an advantage. We are committed to fostering a diverse and inclusive work environment and encourage candidates from all backgrounds and experiences to apply.

Essential

• Proven experience as an Account Executive within the insurance sector, particularly in commercial insurance and new business development.
• Sound knowledge of insurance products, markets, and underwriting procedures.
• Demonstrated ability to secure new business through networking, referrals, and proactive business development.
• Experience managing client portfolios, understanding evolving risk needs, and fostering long term client relationships.
• Proficient in using insurance systems and client relationship management (CRM) platforms.
• Solid understanding of regulatory compliance, including FCA requirements and Consumer Duty responsibilities.
• CII/ACII qualification, or a commitment to achieving it (with full business support available).

Desirable

• Familiarity with Acturis or similar systems for managing policies, communications, and client reporting.

Key Attributes

• Strategic and growth oriented mindset: actively identifies opportunities to add value, strengthen relationships, and support long term business growth.
• Client focused and relationship driven: builds trust through proactive engagement, empathy, and a genuine understanding of client needs.
• Confident decision maker and problem solver: approaches challenges with a solutions focused attitude and sound commercial awareness.
• Collaborative team player: shares knowledge openly and works across teams to achieve shared goals and continuous improvement.
• Adaptable and forward thinking: thrives in evolving environments and embraces change as a catalyst for progress.
• Accountable and results focused: takes ownership of delivering high quality outcomes and consistently meets commitments.
• Organised and detail conscious: balances strategic priorities with strong attention to accuracy and execution.

Value Alignment and Professional Behaviour

As part of the Clear Group, we expect all colleagues to demonstrate behaviours that reflect our core values: Professionalism, Excellence, Resilience, Respect, Commitment, and Simplicity.

We foster an environment that empowers individuals to succeed and where collaboration, client focus, and continuous learning are central to how we work. We believe that by working together and supporting one another, we become stronger - for our clients, our colleagues, and our business.

• Professionalism: We conduct ourselves as role models, in a professional manner and possess the necessary knowledge and skills to provide expert advice and guidance to stakeholders.
• Excellence: We are dedicated to providing excellent customer service and being responsive to the needs and concerns of our stakeholders.
• Resilience: Driven to succeed, we adapt to changes we face within the insurance market and within the growing organisation.
• Respect: We prioritise the needs of individuals and treat each other with dignity & respect providing an environment where they feel valued.
• Commitment: We are committed to developing; long term, sustainable relationships which are mutually beneficial; and ourselves to be our best.
• Simplicity: We will break down complex ideas, tasks, or products into smaller, more manageable components, and communicate information clearly and effectively.

Position Expectation & Scope

This role profile outlines the core responsibilities and requirements for this position, which represent approximately 80% of the standard expectations. Duties and requirements may vary across different teams and projects.

Evaluation/Benchmarking

Renumeration for this role will be determined based on a confidential evaluation and benchmarking process. Specific salary details and remuneration packages are proprietary and will be discussed individually with selected candidates.