An exciting opportunity has arisen for an experienced Account Executive to join a well-established and highly respected organisation operating within the insurance and financial services sector. This is an excellent opportunity for an insurance professional who enjoys building long-term client relationships, delivering exceptional service, and identifying opportunities to support clients with their insurance and risk management needs.
Working with a diverse portfolio of commercial clients, you will act as a trusted point of contact, providing expert guidance and ensuring clients receive a high standard of service throughout the life of their policies. The successful candidate will bring previous experience within the general insurance industry and be confident managing client accounts, handling renewals, and supporting business growth through both account development and new business generation.
Key Responsibilities:
- Build, develop, and maintain strong relationships with existing clients, becoming a trusted adviser and primary point of contact.
- Conduct regular policy reviews and renewal discussions, ensuring clients have appropriate and effective insurance cover in place.
- Identify and develop opportunities for new business across insurance, financial services, and risk management solutions.
- Manage and service an allocated portfolio of commercial client accounts, ensuring all client requirements are handled efficiently and professionally.
- Process policy amendments, adjustments, renewals, and associated documentation accurately and within agreed timescales.
- Respond to a wide range of client enquiries, providing knowledgeable and professional advice while maintaining excellent customer service standards.
- Work closely with colleagues and insurers to negotiate and secure suitable cover and solutions for clients.
- Identify opportunities to cross-sell and promote additional products and services that enhance client protection and meet evolving business needs.
- Maintain accurate client records, prepare reports, manage data, and produce relevant documentation in line with regulatory requirements.
- Ensure all activities are conducted in accordance with industry regulations, company procedures, and compliance standards.
Skills & Experience Required:
- Previous experience working within the general insurance industry is essential.
- Strong understanding of commercial insurance products, policy administration, renewals, and client account management.
- Proven ability to build and maintain strong professional relationships with clients and stakeholders.
- Excellent communication skills, with confidence engaging with clients both over the telephone and face-to-face.
- Self-motivated, proactive, and enthusiastic, with a strong commitment to delivering excellent customer outcomes.
- Strong organisational and time management skills, with the ability to prioritise a varied workload effectively.
- A collaborative team player who can also work independently and use initiative when required.
- Demonstrates sound judgement, problem-solving ability, professionalism, and a high level of attention to detail.
- Experience within financial services would be advantageous.
- Full UK driving licence.
Additional Information:
As part of the role, you will be expected to undertake ongoing professional development to maintain and enhance your industry knowledge and technical expertise. The position may also be subject to regulatory, financial, and background checks in accordance with industry and company requirements.
The application process:
Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity.
We will carefully consider your details and advise you if we’re able to progress with your application within 72 working hours. If you do not hear from us within this time your details won’t be retained. So, if you’re not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment.
