Account Executive (Insurance)

• Insurance role with full training
• Monday-Friday 9am-5pm. No weekends!
• Hybrid working

A leading financial services company are looking for an Account Executive to join their friendly, family feel office in Witney. This is a great opportunity to gain experience in the insurance industry as full training is provided!

You will be working within a team of 3 other Account Executives, (and the resident office dog) and will be responsible for providing administrative support to the Sales Executives. This role requires an individual with strong customer service skills, able to multi-task and excels at being super organised!

Key responsibilities

• Booking in client review appointments for Sales Executives
• Diary Management
• Compile relevant documents ready for meetings.
• Writing up minutes of meetings
• Handling inbound calls from clients with general enquiries
• Making changes and amendments to policies.

Experience/Skills

• Previous sales support experience
• Insurance, banking, or sales background preferred.
• Able to work in a small close-knit team.
• Able to pick up new systems/databases quickly.
• Happy working in an office with a dog.

This opportunity would suit an individual from an insurance, banking, building society, recruitment, sales support or sales background. There is a structured induction and training programme, and you will be fully supported whilst completing your policy certificates. The role is initially office based with 2 days working from home offered once your training and probation period is complete.