Account Executive in New Milton

Hours: 35 hours per week, Monday to Friday

Salary: up to £28,000 plus benefits

The Job role

As an Account Executive, you will be contributing to a well-respected and trusted insurance broker with a friendly and dedicated team that provides cover for properties, large or small.

• Providing customer centric insurance products for the client’s clients
• Ensuring all enquiries dealt with in a professional and timely manner
• Ensuring compliance with FCA requirements

Role Purpose:

To manage and service a portfolio of insurance clients, providing high-quality administrative and technical support throughout the policy lifecycle. The Account Executive ensures clients receive accurate advice, timely documentation, and a professional point of contact while supporting retention, compliance, and growth of the account.

Key Responsibilities:

• Act as the day‑to‑day point of contact for assigned clients
• Handle mid‑term adjustments, renewals, cancellations, and general enquiries
• Ensure all client requests are dealt with accurately and within agreed SLAs
• Build and maintain strong, professional client relationships

Policy Administration

• Prepare and issue insurance documentation (policies, endorsements, certificates, schedules)
• Obtain quotations from insurers and negotiate terms where appropriate
• Maintain accurate and compliant client records on internal systems
• Ensure documentation meets FCA and internal compliance standards

Renewals

• Prepare renewal invitations in line with timescales
• Review claims history, sums insured, and risk details
• Liaise with insurers to secure competitive terms
• Support colleagues with renewal presentations where required
• Communicate effectively with insurers, underwriters, and internal teams
• Chase outstanding information, documentation, and decisions
• Escalate complex or technical issues appropriately

Compliance & Quality

• Adhere to FCA regulations and company procedures
• Maintain audit‑ready files and accurate records
• Support Treating Customers Fairly (TCF) principles
• Identify and report errors, risks, or complaints promptly

Additional Responsibilities

• Support new business enquiries where required
• Identify cross‑sell or up‑sell opportunities
• Assist with team projects, training, and process improvements

Skills & Experience:

• Experience in an insurance broking or underwriting environment
• Strong organisational and administrative skills
• Ability to manage multiple tasks and deadlines
• Good attention to detail and accuracy
• Confident using insurance systems (Acturis preferred) and Microsoft Office including Excel
• Cert CII (or working towards)
• Experience handling commercial lines / property insurance
• Knowledge of FCA regulations and compliance requirements

Who we are:

Knight Square Insurance is a highly respected, trusted broker specialising in providing comprehensive insurance cover for property management companies, resident management companies (RMCs) and right to manage companies (RTMCs). We offer a range of products including Directors and Officers Insurance, Buildings and Estates as well as Terrorism Insurance, Engineering Inspection and other insurance for homeowners, landlords and tenants.

What We Offer:

At Knight Square Insurance we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary, great range of benefits, hybrid working following probation sign off, free parking and much more! We’re committed to creating a supportive, inclusive workplace where everyone can succeed.

Diversity and Inclusion:

At Knight Square Insurance, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities. As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.

Ready to apply:

Click the ‘Apply’ button below to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests. Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check, as well as a bankruptcy and financial background screening. If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first-stage interview with the hiring manager and a member of our team. Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Knight Square Insurance.