Insurance Account Executive - Charities and Care

We are seeking an experienced Insurance Account Executive to join our Charities and Not for Profit division, responsible for managing client relationships, ensuring retention, and developing new opportunities.

Core roles and responsibilities

• Managing key client relationships and accounts, ensuring strong client retention
• Developing and maintaining excellent working relationships with both Team Brokers and the insurance market
• Looking for growth opportunities from the client base and your external network
• Maintaining detailed knowledge of new and existing products and sector conditions

Person specification

• You will have experience in the insurance sector, having worked in a similar role within the charity, care or not-for-profit sector
• You have excellent administration skills and are familiar with insurance broker renewal processes, operating procedures and provision of supporting documentation
• You build mutual, long-term relationships with your clients and colleagues with a proven track record servicing corporate accounts
• You are ACII qualified, or working towards ACII, and technically strong across all commercial insurance classes
• You have excellent communication skills, both written and verbal
• You consistently demonstrate strong performance

The team

You will be joining a successful and experienced team, with excellent technology to support strong client relationships and a work-life balance that incorporates agile working. We are all committed to working for the benefit of our clients, our colleagues and the company. We expect you to be an excellent ambassador for The Bartlett Group displaying our core values of impact, passion, innovation, curiosity, courage, kindness and integrity.

An excellent working environment

You will share spacious, well-equipped modern offices in our historic building, designed to free our colleagues from emails and phone calls outside work hours. To complement our collaboration-friendly open plan areas we also have quiet lounges for focussed work, a library for reading and research, booths for private phone conversations, and a canteen for socialising and informal meetings.

We offer

• Competitive salary (based on experience)
• 25 days holiday plus bank holidays, with the ability to purchase more days and volunteering days
• 7% employer pension contribution
• Private Medical Insurance
• Income Protection
• Life Assurance
• £500 annual wellbeing allowance
• Free onsite gym
• Electric Car Scheme with free onsite electric charge points
• Cycle to Work Scheme
• Dedicated professional training budget and study support
• Staff discounts on insurance products and financial planning services
• Enhanced maternity and paternity benefits

About Bartlett Group

Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last five years alone we have been named UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards. Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK, from manufacturing firms to large financial institutions. With an eye to the next decade (as opposed to the next quarter), we are perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role. When you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we have raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of race, sex, disability, religion or belief, sexual orientation or age. If you require any reasonable adjustments or support during the application process, please let us know and we will be happy to help. We do not require additional agency support for this role.