Account Executive Insurance in Leeds

Account Executive Insurance in Leeds

Leeds Full-Time 28000 - 42000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive insurance sales, manage client portfolios, and ensure compliance with FCA regulations.
  • Company: Join a dynamic brokerage focused on growth and client satisfaction.
  • Benefits: Competitive salary, uncapped commission, and professional development opportunities.
  • Why this job: Make an impact in the insurance industry while building valuable client relationships.
  • Qualifications: Sales experience and strong communication skills are essential.
  • Other info: Enjoy a supportive team environment with excellent career progression.

The predicted salary is between 28000 - 42000 Β£ per year.

We are recruiting on behalf of our client in LS3 for an Account Executive with a focus on Insurance Sales. This role involves generating revenue, managing client portfolios, developing new business opportunities, and ensuring full FCA compliance across personal and commercial insurance lines. The successful candidate will provide high-quality, tailored service to clients while actively driving insurance sales growth.

Key Responsibilities

  • Generate new business through insurance sales, manage renewals, and cross-sell products to meet KPIs while maintaining FCA compliance.
  • Deliver accurate, efficient, and professional service to clients and insurers, supporting high-quality insurance sales interactions.
  • Monitor sales performance, manage client portfolios effectively, and maximise insurance sales opportunities.
  • Ensure profitability for both the brokerage and underwriters, including scheduling client visits and promoting insurance sales initiatives.
  • Comply with FCA regulations and company policies, including Conduct Policies and Guides to Best Practice.
  • Handle client complaints in line with regulatory and company standards.
  • Participate in training, learning, and assessment programmes; identify areas for development in insurance sales skills.
  • Provide exceptional customer service and maintain high standards of client care.
  • Build and maintain professional relationships with clients, providing expert advice and guidance to support ongoing insurance sales growth.
  • Actively secure new business and renewals through marketing, re-broking, and other insurance sales strategies.
  • Support management and colleagues as required.
  • Attend supervision sessions, team meetings, and internal/external training.
  • Develop and maintain relationships with insurers and underwriters.
  • Ensure compliance with insurer administration requirements.
  • Prioritise client communications and respond promptly.
  • Maintain computer and paper files to company and FCA standards.
  • Undertake other reasonable duties as directed by the line manager.

Salary and Hours

Circa Β£35,000 + uncapped commission

Hours Monday – Friday, 9:00am – 5:30pm (1-hour unpaid lunch)

For more information about this role apply now or contact Sally at Headway Recruitment.

Account Executive Insurance in Leeds employer: CIIH Ltd T/A Headway Recruitment

Join a dynamic team in LS3 as an Account Executive in Insurance Sales, where you will thrive in a supportive work culture that prioritises professional development and client satisfaction. With competitive salary packages, uncapped commission opportunities, and a commitment to FCA compliance, we empower our employees to excel in their roles while fostering meaningful relationships with clients and insurers. Experience a workplace that values growth, collaboration, and exceptional service, making it an ideal environment for ambitious individuals seeking a rewarding career in insurance sales.
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Contact Detail:

CIIH Ltd T/A Headway Recruitment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Account Executive Insurance in Leeds

✨Tip Number 1

Network like a pro! Attend industry events, join online forums, and connect with professionals on LinkedIn. The more people you know in the insurance world, the better your chances of landing that Account Executive role.

✨Tip Number 2

Practice your pitch! Be ready to talk about your experience and how it relates to generating new business and managing client portfolios. A confident, tailored pitch can make all the difference in interviews.

✨Tip Number 3

Show off your FCA knowledge! Make sure you understand the regulations and compliance standards in the insurance sector. This will not only impress potential employers but also demonstrate your commitment to high-quality service.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you prepare for interviews and ace those sales scenarios. Plus, it’s a great way to get noticed by hiring managers looking for top talent like you.

We think you need these skills to ace Account Executive Insurance in Leeds

Insurance Sales
Client Portfolio Management
FCA Compliance
Business Development
KPI Management
Customer Service
Sales Performance Monitoring
Cross-Selling
Relationship Building
Complaint Handling
Market Knowledge
Communication Skills
Training and Development
Professionalism

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Account Executive role. Highlight your experience in insurance sales, client management, and any relevant achievements that showcase your ability to generate revenue and maintain FCA compliance.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've successfully driven sales growth and provided exceptional customer service in previous positions.

Showcase Your Compliance Knowledge: Since FCA compliance is key in this role, make sure to mention any relevant training or experience you have with regulations. This will show us that you understand the importance of compliance in the insurance industry.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our team!

How to prepare for a job interview at CIIH Ltd T/A Headway Recruitment

✨Know Your Insurance Stuff

Make sure you brush up on your insurance knowledge before the interview. Understand the key products, FCA regulations, and current market trends. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.

✨Showcase Your Sales Skills

Prepare to discuss specific examples of how you've successfully generated new business or managed client portfolios in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements in sales.

✨Client-Centric Mindset

Demonstrate your commitment to providing exceptional customer service. Think of instances where you've gone above and beyond for clients, and be ready to share these stories. This will illustrate your ability to build and maintain professional relationships, which is crucial for this role.

✨Ask Smart Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the company's approach to compliance, their sales strategies, or how they support ongoing training and development. This shows your enthusiasm for the position and helps you gauge if it's the right fit for you.

Account Executive Insurance in Leeds
CIIH Ltd T/A Headway Recruitment
Location: Leeds

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