Insurance Account Executive

Insurance Account Executive

St Helens Full-Time 40500 £ / year No home office possible
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At a Glance

  • Tasks: Manage and grow a portfolio of commercial clients while generating new business opportunities.
  • Company: Join a fast-growing, trusted independent broker with a positive work culture.
  • Benefits: Enjoy a competitive salary, company car, private medical, and 25+ days holiday.
  • Why this job: Be part of a dynamic team that values motivation and offers career growth.
  • Qualifications: 3+ years in insurance, Cert CII required; strong communication and negotiation skills essential.
  • Other info: Quarterly staff socials and a supportive environment for professional development.

Are you an Insurance Account Executive looking for an exciting new challenge? A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Have you got what it takes to manage & develop a portfolio of commercial business clients? We’re looking for positive, proactive and enthusiastic Insurance Account Executives to work with a fast growing and trusted independent broker! So if you’re looking for a fantastic new career… Keep reading!

As an Insurance Account Executive, your roles and responsibilities will include:

  • Managing/growing a portfolio of existing clients, ensuring retention & satisfaction
  • Generating revenue for the business and ensuring a quality service
  • Proactively securing new business opportunities through networking, referrals, and lead generation
  • Developing bespoke solutions by working closely with underwriters and insurers
  • Providing expert advice on tailored risk management and insurance products
  • Conducting policy renewals, mid-term adjustments and claim assistance
  • Maintaining accurate records and ensuring compliance with FCA regulations

We’re looking for an Insurance Account Executive with the following skills and experience:

  • At least 3 years’ experience as an Insurance Account Executive or similar
  • A Cert CII qualification is essential
  • Diploma and/or ACII is desirable
  • Strong knowledge of commercial insurance products and FCA regulations
  • Excellent communication and negotiation skills
  • Bags of motivation, determination and passion
  • Ambitious with the desire to succeed and grow

In return the successful Insurance Account Executive will receive a basic salary of £38,000 to £43,000, plus the following benefits:

  • Company car
  • 25 days holiday plus bank holidays (additional days holiday based of lengths of service)
  • Private medical
  • Life assurance cover
  • Company pension (5% of salary)
  • Quarterly staff socials
  • Company mobile

If you’d like to find out more about this amazing Insurance Account Executive opportunity, send your CV over today.

Insurance Account Executive employer: Fresh Perspective Resourcing

Join a dynamic and rapidly growing independent broker that values its employees and fosters a supportive work culture. As an Insurance Account Executive, you'll benefit from competitive salaries, a company car, generous holiday allowances, and opportunities for professional growth, all while working in a collaborative environment that encourages networking and innovation. With a focus on employee well-being and development, this role offers a rewarding career path in the heart of the insurance industry.
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Contact Detail:

Fresh Perspective Resourcing Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Account Executive

✨Tip Number 1

Network with professionals in the insurance industry. Attend local events or join online forums where you can connect with other Insurance Account Executives. This can help you gain insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest trends in commercial insurance products. Being knowledgeable about current market conditions and emerging risks will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Prepare for interviews by practising common questions related to client management and revenue generation. Think of specific examples from your past experience that demonstrate your skills in these areas, as this will showcase your suitability for the role.

✨Tip Number 4

Stay updated on FCA regulations and compliance requirements. Showing that you are well-versed in these areas will highlight your professionalism and commitment to maintaining high standards in your work.

We think you need these skills to ace Insurance Account Executive

Client Relationship Management
Commercial Insurance Knowledge
FCA Regulations Compliance
Lead Generation
Networking Skills
Negotiation Skills
Risk Management Expertise
Policy Renewal Management
Claims Assistance
Communication Skills
Attention to Detail
Proactive Problem Solving
Time Management
Sales Skills
Cert CII Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as an Insurance Account Executive. Focus on your achievements in managing client portfolios, generating revenue, and providing expert advice on insurance products.

Highlight Relevant Qualifications: Clearly state your Cert CII qualification and any additional qualifications like Diploma or ACII. This will demonstrate your commitment to the industry and your expertise in commercial insurance.

Showcase Communication Skills: In your application, emphasise your excellent communication and negotiation skills. Provide examples of how you've successfully interacted with clients and secured new business opportunities.

Express Your Motivation: Convey your passion for the role and your ambition to succeed. Mention specific goals you have achieved in your previous roles that align with the responsibilities of the Insurance Account Executive position.

How to prepare for a job interview at Fresh Perspective Resourcing

✨Showcase Your Experience

Make sure to highlight your relevant experience as an Insurance Account Executive. Discuss specific examples of how you've managed and grown client portfolios, as well as any successful strategies you've implemented to retain clients.

✨Demonstrate Your Knowledge

Be prepared to discuss your understanding of commercial insurance products and FCA regulations. This will show the interviewer that you are knowledgeable and capable of providing expert advice on tailored risk management solutions.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving skills and ability to handle real-life scenarios. Think about past experiences where you had to negotiate or resolve issues with clients, and be ready to share those stories.

✨Express Your Motivation

Convey your passion for the role and the insurance industry. Share your ambitions and how you plan to contribute to the company's growth, as this will demonstrate your determination to succeed in the position.

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