Commercial Account Executive - Capio Recruitment Insurance : Job Details

Job Title: Senior Commercial Account ExecutiveLocation: Bournemouth, Dorset (hybrid, core office days)Salary: £35,000 (negotiable for the right candidate)Benefits: Quarterly bonus (performance), in-house training pathway, hybrid working, clear progression

About the Company:You’ll be part of the UK’s leading Real Estate and Commercial team within a globally respected insurance broker. This role supports a large B2B portfolio across multiple offices, providing deep technical exposure and client relationship ownership in a well-connected, multi-demographic team.

Role Summary:You’ll manage a renewal book and servicing portfolio for a key developer client across several offices. This is a relationship-led, end-to-end servicing role with limited new business responsibilities but high technical complexity and stability.

Key Responsibilities:

• Own the renewal process for a B2B real estate portfolio: master Excel and insurer systems
• Build and maintain strong client relationships - both internal and external
• Coordinate with insurers and managing agents on complex builds and communal risks
• Deliver clear, data-driven presentations and renewal documentation
• Support the transitioning of a large migrating portfolio - high visibility role
• Engage in CII training and internal development programmes to progress further

Requirements:

• Insurance experience—preferably commercial, real estate or FCA financial background
• Advanced attention to detail and Excel proficiency (portfolio presentations essential)
• Familiarity with delegated authority frameworks and policy systems
• Professional communication skills and confident problem-solving
• CII qualified or working towards (cert/dip), UK work eligibility

Related Job Titles: B2B Account Executive, Commercial Insurance Advisor, Real Estate Account Handler, Portfolio Underwriter, Commercial Servicing Manager