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Department/ Team: Private Clients - Personal Lines
Location: UK (Midlands / Doncaster / Amersham / Sheffield / Leamington Spa)
Contract Type: Permanent
Working Hours: Full Time
Working Type : Office Based / Hybrid
Position Profile
As an Account Executive you will play a key role in building and maintaining strong client relationships, supporting clients with personal insurance needs, and driving growth within your assigned portfolio. Working closely with clients, you will assist in providing tailored insurance solutions, managing renewals, and ensuring their evolving needs are met with expert advice. This role requires a proactive attitude, excellent communication skills, and a growing understanding of personal lines insurance products. You will also need to ensure compliance with industry regulations and deliver high-quality service in line with standards.
Key Responsibilities
Client Relationship Management:
- Develop and maintain strong relationships with personal lines clients, ensuring their insurance needs are understood and addressed.
- Act as a primary point of contact for clients, handling inquiries, providing advice, and offering support throughout the policy lifecycle.
- Regularly engage with clients to ensure their portfolios remain adequate and aligned with their needs.
New Business Development:
- Identify new business opportunities through networking, referrals, and word-of-mouth to expand your client base.
- Work closely with senior team members to present suitable personal lines insurance solutions to potential clients.
- Contribute to business growth by supporting the generation of new leads and assisting in the closing of new business opportunities.
Renewal and Policy Management:
- Assist in the renewal process for existing clients, ensuring renewals are completed on time and ensuring policies reflect their current needs.
- Support in negotiating with insurers to secure competitive terms for clients.
- Regularly review client policies and update them as needed to ensure they reflect any changes in risk or life circumstances.
Compliance and Risk Management:
- Ensure compliance with all regulatory requirements, including FCA regulations and internal policies.
- Assist in explaining policy terms and conditions to clients, ensuring they fully understand their coverage.
- Ensure that all client documentation is accurate, up-to-date, and compliant with relevant standards.
Collaboration and Teamwork:
- Work closely with colleagues, to ensure the smooth delivery of services to clients.
- Contribute to achieving team goals by supporting shared objectives and maintaining a positive working environment.
- Communicate openly with your team and escalate any issues or challenges in a timely manner to ensure client satisfaction.
Market Knowledge and Industry Engagement:
- Stay informed on trends in the personal lines insurance market, such as new products, policy updates, and industry changes.
- Participate in relevant training and development activities to enhance your understanding of personal lines products and industry best practices.
- Share insights and feedback with your team to help improve service standards and client outcomes.
Candidate Profile
Experience and Qualifications
Essential:
- Experience working in an Account Executive or customer-facing role within the insurance industry, specifically in personal lines.
- A basic understanding of personal insurance products, such as home, motor, and travel insurance.
- Experience working with insurance platforms and client management systems (e.g., Acturis or similar).
- A growing understanding of compliance regulations, including FCA regulations and Consumer Duty obligations.
Desirable:
- Working towards or willing to study for relevant industry qualifications (e.g., Cert CII).
- Experience in assisting with renewals, new business development, and managing client queries.
Key Attributes:
- Excellent communication skills, with the ability to build rapport and maintain strong client relationships.
- Strong organisational skills, with the ability to manage client portfolios and prioritise tasks effectively.
- A proactive approach to client management and business development.
- Ability to work well in a team, collaborating with colleagues to achieve business goals.
- A client-focused mindset, always striving to deliver high levels of service and satisfaction.
Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
A copy of our D&I policy can be made available upon request.
