Account Executive

Account Executive

Cheltenham / remote

£22,000 – £25,000 DoE


Our Cheltenham-based client is looking for an Account Executive to join their specialised insurance team on a full-time, permanent basis. The role of Account Executive will be office and home-based, however, you will be required to travel to clients for presentations on occasion, so a full driver’s licence is essential.

To be considered for the role of Accounts Executive you must be approachable and have fantastic communication skills. The Account Executive will be the face and voice of the company, every day will be different and being able to talk to people on different levels is essential.

The successful Accounts Executive will develop and maintain strong client relationships, presenting insurance renewal packages and answering any queries. Providing support for the Account Managers, the Account Executive will become an expert in the products and will have the opportunity to progress to Account Management.



  • Meet and exceed targets, confidently and compliantly
  • Manage relationships with decision-makers and provide ongoing support
  • Travel to client sites to present renewal options (when needed)
  • Day to day account management and answering queries
  • Identify new opportunities to grow your client base


Skills/ Experience:

  • Friendly, with strong rapport building skills
  • Cert CII is desirable, however full training and further development will be provided
  • Target driven, with a background exceeding targets and problem-solving
  • Confident and approachable with excellent communication skills
  • Good attention to detail and comfortable with weekly reporting
  • A driving licence is essential for this role


GB Finance are your specialists in Finance recruitment.

We hire across a vast range of roles including Banking, Insurance, Accounting and Investment and Wealth.

We manage Finance jobs in Gloucestershire and the Southwest including Bristol, Swindon, Cirencester, Oxford, Reading, Birmingham and South Wales.

Specialists in permanent recruitment, we also provide temporary, interim and fixed term solutions. We are committed to working to the highest possible standards for our candidates and clients.


  • Job Category Finance
  • Job Location Cheltenham
  • Job Salary £22,000 - £25,000
  • Job Salary Benefits
  • Job hours Full-Time
  • Job Type Permanent
  • Job Ref JO0185