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- Tasks: Drive insurance sales, manage client portfolios, and ensure compliance with FCA regulations.
- Company: Dynamic insurance brokerage focused on growth and client satisfaction.
- Benefits: Competitive salary, uncapped commission, and professional development opportunities.
- Why this job: Join a thriving team and make a real impact in the insurance industry.
- Qualifications: Experience in sales and strong communication skills are essential.
- Other info: Enjoy a supportive environment with excellent career progression.
The predicted salary is between 21000 - 42000 £ per year.
Account Executive – Insurance Sales
You could be just the right applicant for this job Read all associated information and make sure to apply.
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. xiskglj
Undertake other reasonable duties as directed by the line manager. Salary and Hours:
Salary: 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 employer: Headway Recruitment
Contact Detail:
Headway Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive Insurance
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for an Account Executive role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and insurance sales strategies. Show that you’re not just a candidate, but someone who understands the ins and outs of the industry.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can generate new business and manage client portfolios effectively. Tailor your approach to highlight your skills in driving insurance sales growth.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Account Executive Insurance
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 qualifications. 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 our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s exceeding sales targets or building strong client relationships, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Let’s get started!
How to prepare for a job interview at 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 exceptional customer service. Be ready to share instances where you've gone above and beyond for clients, handled complaints effectively, or built strong relationships. This is crucial for an Account Executive role.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions prepared. Inquire about the company's approach to client management, their training programmes, or how they measure success in insurance sales. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
