Account Executive

Posted 11 September by Insurance Recruitment Services
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Our client is looking to recruit a Servicing Account Executive. Your role will be to handle your own portfolio of accounts whilst maximising client retention and enhancing revenue stream from existing client base and proactively developing new business opportunities. As an Account Executive you will be working from home but covering the South of England.

Role / Responsibilities:

  • Ensure that all client instructions and requirements are handled promptly and accurately
  • Visit clients for annual renewal meetings or as required
  • To work closely with the account handling team to ensure that all client instructions and requirements are handled promptly and accurately
  • Own client business retention by efficient / prompt handling of all matters - day-to-day enquiries, renewals, mid term adjustments and new enquiries . To operate in accordance with company agreed processes
  • Maintain and increase profit from existing client bank as evidence by retention rates and commission
  • Develop strong relationships with key suppliers and insurers as evidenced by account size and profitability
  • Proactive development of new business streams from referrals and recommendations, and generation of own leads from prospecting activity.
  • To review and provide technical advice and opinion on Clients’ and Prospects’ insurance programme
  • To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirement
  • Review insurer placements to ensure that best advice and cover is offered at all times
  • Offer appropriate premium payment option
  • Work towards individual KPI’s as set by Line Manager
  • Undertake Continuing Professional Development and comply with Training and Competence procedures
  • Control of client debt
  • To operate in accordance with FCA and company agreed processes
  • To assist new business Account Executives in production of reports and summaries of insurance for clients and play an active role in new business reviews
  • To attend monthly sales meetings at the office
  • To apply for this role, the successful candidate must have the following skills:
  • Proven complex account handling
  • Proven client management and development expertise
  • Experience of placement of clients with Insurance Markets
  • Knowledge of Acturis desirable
  • Experience dealing with Care and Charity Insurance
  • Problem Solving
  • Customer Service
  • Self Motivated
  • Excellent communication skills
  • Good organisational skills to ensure that company processes and procedures are put in place
  • Achieving results
  • Communicating, influencing and relationship building
  • Forward planning
  • Team Working


  • Dip CII or above desirable

How to apply:

To apply for this role, please forward your CV in confidence quoting reference 1809-15DH

Due to the high volume of applications that we receive, if you do not hear from us within 7 days unfortunately your application has been unsuccessful.

Required skills

  • Charity
  • Insurance
  • Sales
  • Care Insurance

Reference: 36084939

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