Job Description

EXPECTATIONS OF YOU

Working with us as an Account Executive, you have the opportunity to build and maintain strong relationships with a full portfolio of prestigious clients across a wide range of industry sectors, delivering exceptional client service.


On a daily basis, we expect you to showcase your skills and knowledge by:

Achieve & maintain a high level of customer service whilst always promoting exceptional customer care standards. Develop & maintain professional working relationships with all clients & internal colleagues including stakeholders, ensuring expert advice is given in all areas of the business. Have a growth mindset coupled with an ability to develop your own pipeline & network of clients through strategic & consultative relationship building. Attend client meetings to identify their needs & present recommendations of cover, maximising opportunities & referrals. Attend external events to promote our extensive portfolio collaborating with divisions across the wider group. Pro-actively developing appropriate solutions and proposals for clients to ensure client retention; Supporting the company in accurate budgeting forecasting and tracking of revenue; Contributing to the achievement of team and business objectives by identifying gaps, up-selling and cross-selling; Managing personal workloads and meeting deadlines; Ensuring that Company procedures, our high client service standards and FCA compliance regulations are adhered to and maintained, at all times acting in the best interests of our clients.

About The Role

SKILLS AND EXPERIENCE:

Our next Account Executives should have a minimum of 5 years experience in a similar role, with good all-around corporate/commercial insurance experience and technical knowledge across a range of classes of insurance products.

Track record in generating and maintaining commercial insurance revenue streams Ability to persuade and influence Strong communication skills, in particular in relation to client relationship building Experience of preparing proposals and presenting to senior business leaders Strong working knowledge and understanding of most commercial classes of business and associated insurance products, along with knowledge of the NI broker market ACII / DIP CII qualification or working towards Self-motivated and resilient Attention to detail and ability to prepare high quality paperwork Strong time management and organisational skills Hold a current, valid driving licence

Required Criteria

Track record in generating and maintaining commercial insurance revenue streams Experience of preparing proposals and presenting to senior business leaders Strong working knowledge and understanding of most commercial classes of business and associated insurance products, along with knowledge of the NI broker market ACII / DIP CII qualification or working towards minimum of 5 years experience in a similar role good all-around corporate/commercial insurance experience and technical knowledge across a range of classes of insurance products.

Skills Needed

Managing a Client Engagement, Presentation Skills & Public Speaking, Negotiating Skills/Closing techniques, Client Relationship Management, Exceeding Customer Expectations

About The Company

WF Risk Group have experienced significant expansion over the last four years, with several acquisitions, staff headcount doubling and a rebrand.


We have ambitious plans to continue along this growth trajectory and we are interested in hearing from talented and innovative individuals to join our dynamic teams.

Company Culture

At WF Risk Group, we believe that insurance is about more than just policies -- it's about people. That's why we've built a workplace where collaboration, purpose, and wellbeing come first. What Makes Our Culture Special?

People First, Always

We value people over process. Whether it's our clients or colleagues, we listen, care, and act with empathy. We are committed to helping our people thrive at work and beyond.

Diversity Makes Us Stronger

We're proud to foster an inclusive environment where everyone is welcome and respected. We celebrate different backgrounds, voices, and ideas.

Doing the Right Thing

Integrity is at the heart of what we do. We stand by our clients and our teams -- even when it's hard. Trust isn't just earned; it's protected.

Growth That Matters

We support continuous learning through training, mentoring, and clear development paths. Whether you're just starting or looking to take the next step on your career journey, your growth matters to us.

Giving Back

We believe in giving back to the communities we serve. Our people regularly volunteer, fundraise, and support local causes, and we match their efforts pound for pound.

Company Benefits

Along with exciting opportunities for career progression, we can offer a highly competitive salary, 25 days paid leave in addition to statutory holidays, private medical insurance, an award-winning certification programme, professional development funding, pension contributions, death in service benefits, cycle2work scheme, social events and much more.


Health insurance, Vacation, Paid time off, Paid sick days, Retirement plan and/or pension, Flexible schedule, Office perks, Employee development programs, Tuition reimbursement, Employee discounts, Gym membership or wellness programs, Cycle to work, Referral bonus, Competitive salary, Life insurance, Long service recognition, Employee Assistance Scheme, Wellbeing Scheme, Monthly Team Lunches, On the job learning, Progression opportunities, Access to Health & Wellbeing app, Bereavement leave

Salary

Not disclosed