Account Executive Insurance in Leeds

Account Executive – Insurance Sales

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; id…