Commercial Account Executive

Benefact Group

. Service existing Lansdown clients in Residential Property .

Posted 9/23/2026full-timeCheltenham • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing property portfolios while delivering exceptional customer service in a regulated environment. Capable of building strong client relationships and effectively managing workload to meet objectives and SLAs.

Highest-signal resume keywords

Property Portfolio ManagementCert CII QualificationClient Relationship DevelopmentRegulatory ComplianceExceptional Customer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Property Portfolio ManagementRegulatory ComplianceBusiness DevelopmentNegotiation Skills

Soft Skills

Relationship BuildingOrganizational SkillsTeam CollaborationTime Management

Certifications & Qualifications

Cert CII Qualification

Industry Keywords

Residential PropertyClient ExperienceRisk IdentificationSLA Management

About the role

Key responsibilities & impact

Service existing Lansdown clients in Residential Property
Assist in the growth of Lansdown through renewals
Develop, negotiate, and profitably retain business within own authority and in line with Lansdown’s strategy
Plan, prioritise and manage individual workload to deliver agreed objectives and meet SLAs
Deliver exceptional customer service using the appropriate communication methods
Maintain successful internal and external relationships
Understand and operate within the regulatory framework
Identify and escalate risks to the business

Requirements

What you’ll need

Confidence and capability of building rapport over the telephone to provide excellent client experience
Ability to develop relationships with clients, agents, insurers etc
Organised, disciplined and measured in managing own workload and time
Ability to work well within a team, especially under pressure
Ability to work in a regulated, compliant and client focused environment
Holding a Cert CII qualification (standout qualification)
Expert knowledge and experience of managing property portfolios (standout experience)

Benefits

Comp & perks

28 days annual leave plus bank holidays
Your birthday off
Group Personal Pension
Bonus scheme
A holiday buy scheme
An array of health and wellbeing benefits
Company cash plan
Income protection
Life assurance
Enhanced sick pay and parental leave
Support and funding toward study and professional qualifications
Paid time off for volunteering
Hybrid working