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For Companies 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 of £35,000 plus uncapped commission and professional development opportunities.
- Why this job: Make an impact in the insurance industry while building valuable client relationships.
- Qualifications: Strong communication skills and a passion for sales are essential.
- Other info: Enjoy a supportive team environment with opportunities for career advancement.
The predicted salary is between 28000 - 42000 £ 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 £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
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! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Account Executive role.
✨Tip Number 2
Practice your pitch! You’ll want to be able to sell yourself just as well as you sell insurance. Prepare a short, engaging summary of your experience and skills that highlights how you can drive sales and provide exceptional service to clients.
✨Tip Number 3
Research the company! Before any interview, dive deep into the company’s values, culture, and recent news. This will not only help you tailor your answers but also show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer’s mind. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Account Executive position.
We think you need these skills to ace Account Executive Insurance in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Account Executive in Insurance Sales. Highlight your experience in generating revenue, managing client portfolios, and any relevant insurance sales achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about insurance sales and how your skills align with the responsibilities listed in the job description. We love seeing genuine enthusiasm for the role!
Showcase Your Compliance Knowledge: Since FCA compliance is key in this role, make sure to mention any experience you have with regulations and compliance standards. We appreciate candidates who understand the importance of adhering to guidelines while driving sales.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your journey started!
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 client management, their training programmes, or how they measure success in insurance sales. This shows your enthusiasm for the position and helps you gauge if it's the right fit for you.
