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For Companies At a Glance
- Tasks: Manage key client and broker relationships while driving business growth in a niche insurance sector.
- Company: Join a pioneering company redefining insurance for historic houses and stately homes.
- Benefits: Enjoy a competitive salary, annual bonus, car allowance, and private medical cover.
- Why this job: Be part of a game-changing initiative with a strong focus on rural and heritage property owners.
- Qualifications: 7+ years in insurance or broking, with exceptional communication and relationship management skills.
- Other info: This is a rare chance to take on a senior role in a specialist sector.
The predicted salary is between 42000 - 84000 £ per year.
This role presents a unique and prestigious opportunity to be part of an innovative insurance offering tailored for historic houses, castles, and stately homes. Designed to address the challenges of high premiums and costly risk mitigation, this solution provides a competitive alternative while supporting risk improvements. This is a rare chance to take on a senior role within a specialist sector, offering an unrivalled career move within the UK regional insurance market.
The Account Executive will be responsible for managing key client and broker relationships, ensuring outstanding service and engagement across the region. This position requires a highly skilled professional with a strong background in client management, broking, and relationship development. The successful candidate will play a crucial role in market engagement and business growth while shaping the future of specialist insurance solutions in this niche sector.
Key Responsibilities
- Develop and maintain strong, long-term relationships with clients and brokers, serving as the main point of contact.
- Ensure accuracy and completeness of broking notes before submission to insurers.
- Oversee and coordinate administrative support, ensuring efficient data collection and documentation.
- Represent the business at client meetings, industry events, and presentations to reinforce its position as a specialist provider.
- Prepare and deliver compelling presentations to potential clients and brokers, highlighting the unique benefits of this insurance offering.
- Provide insights on market trends and client needs to support business development and shape future service offerings.
- Support strategic growth in Scotland, helping to establish a strong presence and reputation across the sector.
Qualifications & Experience
- 7 years + of experience in insurance, broking, or client management, ideally within the rural, heritage, or agricultural sector.
- Proven ability to manage high-value client and broker relationships, with a track record of retention and business growth.
- Strong understanding of insurance broking processes, including reviewing and preparing broking notes.
- Exceptional communication, presentation, and negotiation skills.
- Proficiency in Microsoft Office and CRM software.
- Ability to travel regularly across Scotland and beyond for client meetings and industry events.
- Highly organised, with a strategic mindset and the ability to manage multiple priorities effectively.
- Passion for serving rural and heritage property owners, with a commitment to delivering exceptional insurance solutions.
Package
- Circa £70,000 base salary
- 20% annual bonus
- £5,250 car allowance
- Private medical cover
This is a rare and exceptional opportunity to be at the forefront of a game-changing insurance initiative. If you are ready to take on a leadership role in a pioneering company that is redefining the market, this role offers an unparalleled career path.
Account Executive - Estates employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Estates
✨Tip Number 1
Network within the insurance and heritage sectors. Attend industry events, seminars, or webinars focused on rural and heritage properties to meet potential clients and brokers. Building these connections can give you an edge in understanding client needs and market trends.
✨Tip Number 2
Familiarise yourself with the unique challenges faced by historic houses and stately homes. Research case studies or recent developments in insurance solutions tailored for this niche market. This knowledge will help you engage more effectively with clients and demonstrate your expertise.
✨Tip Number 3
Prepare to showcase your relationship management skills. Think of specific examples from your past experience where you've successfully managed high-value client relationships or broker partnerships. Being able to articulate these experiences will be crucial during interviews.
✨Tip Number 4
Stay updated on market trends and regulatory changes affecting the insurance industry, particularly in the context of rural and heritage properties. This will not only enhance your discussions with potential clients but also position you as a knowledgeable candidate who is proactive about industry developments.
We think you need these skills to ace Account Executive - Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance, broking, or client management. Emphasise any specific achievements related to managing high-value client relationships and business growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for serving rural and heritage property owners. Mention your understanding of the unique challenges faced by historic houses and how your skills can contribute to innovative insurance solutions.
Highlight Relevant Skills: In your application, focus on your exceptional communication, presentation, and negotiation skills. Provide examples of how you've successfully managed client relationships and contributed to market engagement in previous roles.
Showcase Industry Knowledge: Demonstrate your understanding of the insurance broking processes and market trends relevant to the rural and heritage sectors. This will show your potential employer that you are well-prepared for the role and can provide valuable insights.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Niche
Familiarise yourself with the unique challenges and opportunities within the estates and heritage insurance sector. Understanding the specific needs of historic houses and stately homes will help you demonstrate your expertise and passion during the interview.
✨Showcase Relationship Management Skills
Prepare examples that highlight your experience in managing high-value client and broker relationships. Be ready to discuss how you've successfully retained clients and contributed to business growth in previous roles.
✨Master the Art of Presentation
Since the role involves preparing and delivering presentations, practice articulating the benefits of insurance solutions clearly and compellingly. Tailor your examples to reflect how you can engage potential clients and brokers effectively.
✨Demonstrate Strategic Thinking
Be prepared to discuss your approach to market engagement and brand development. Share insights on how you would support regional expansion and establish a strong presence in Scotland, showcasing your strategic mindset.
