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Financial Lines Account Executive

Capio Recruitment Insurance
Posted 12 days ago, valid for 14 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Lines Account Executive position is based in Bristol with a salary range of £40,000 - £60,000.
  • The company is a progressive insurance broker that offers significant career growth and a comprehensive benefits package.
  • Candidates should have up to 5 years of experience in a similar role, with a proven track record in sales and excellent communication skills.
  • The role involves managing client relationships, driving new business, and providing expert advice on Professional Indemnity Insurance.
  • A CII qualification is preferred, and there is an opportunity for hybrid working.

Financial Lines Account Executive

Location: Bristol

Salary: £40,000 - £60,000

About the Company:

Our client is a thriving, forward-thinking insurance broker based in Bristol, offering exceptional career growth opportunities and hands-on development in insurance broking. If you're looking for an environment that prioritizes employee progression, this is the perfect place for you.

Join a company committed to your success, with annual salary reviews, a comprehensive benefits package, performance-based bonuses, and the option for hybrid working.

The Role:

We're on the lookout for a motivated, ambitious, and results-oriented Financial Lines Account Executive to specialise in Professional Indemnity Insurance across various sectors.

If you have a proven track record in sales, excellent communication skills, and a deep understanding of professional indemnity and insurance products, this is your chance to shine. You’ll be responsible for driving new business, managing client relationships, and consistently exceeding sales targets.

Working closely with the Divisional Director, you’ll take a proactive approach to client management, responding to inquiries and supporting the wider team's strategic goals.

Key Responsibilities:

  • Identify and pursue new business opportunities.
  • Build and maintain strong client relationships.
  • Collaborate with the Divisional Director to meet and exceed key objectives.
  • Act as a trusted adviser for your clients, providing expert advice and solutions.

Requirements:

  • Proven experience as a Client Account Executive in Financial Lines or D&O Insurance.
  • CII qualification (or willingness to work towards it).
  • Client-focused approach with excellent communication skills.
  • A valid driver’s license.
  • Up to 5 years of experience in a similar role.

Alternate Job Titles: SME Account Handler, Commercial Account Handler, Broker, Insurance Technician, Insurance Adviser, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Client Adviser, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant, PI Account Executive, Financial Lines Account Executive, PI Broker

Referral Bonus: Know someone perfect for this role? Refer a candidate and you could earn a referral fee upon a successful placement.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.