INSURANCE ACCOUNT EXECUTIVE

Insurance Account Executive

Location: Hybrid / Bournemouth, Dorset

Hours: Monday to Friday 9am – 5pm

Salary: Up to £28,000 per annum

The Opportunity

Join a Market Specialist We are partnering with a leading specialist insurance brokerage with a long-standing reputation for expertise in complex and niche property insurance. They operate a highly supportive, technology-driven environment where you will be empowered by advanced tools and a flexible approach, allowing you to meet the needs of their dedicated client base efficiently.

The Role: Client Service and Renewal Retention

This is a dynamic role for a driven and business-focused individual. You will be responsible for servicing a complex book of accounts in an efficient manner. A core function is to support your peers to meet client demands and achieve strong renewal retention and growth rates, always keeping the client’s needs at the heart of your actions.

Key Responsibilities

• Renewal Management – Control the client renewal process and accurately gather information from Clients and Prospects using superb communication skills.
• Business Growth – Maintain and grow your book of business by chasing and securing warm new business leads.
• Market Negotiation – Discuss renewal terms with customers, seek competitive alternatives, and liaise with brokers to gain access to the most competitive terms that meet your clients’ objectives.
• Operational Improvement – Look at processes with a critical eye and suggest improvements to enhance team efficiency.
• Problem Solving – Assess account queries and credit control matters, resolve them efficiently, and raise any concerns with the right team.
• Opportunity Identification – Identify and act upon new-business opportunities, using sound judgement to recommend them if appropriate.

Skills & Experience Required

• Experience – Previous Insurance B2C experience is ideal.
• Knowledge – Educated to A-Level standard or equivalent with strong working knowledge of general insurance products and classes.
• Qualifications – Holding or actively working towards one of the Chartered Insurance Institute Qualifications (Dip CII/Cert CII) is preferred (study support available).
• Market Insight – Strong knowledge of the client market and insurance network, with exposure to the London Market, Lloyd’s, and the wider industry being highly beneficial.
• Client Focus – Commitment to making the customer your top prioritising.
• New Business – Proven ability to generate and drive new business using exceptional communication and interpersonal skills.
• Attention to Detail – Due diligence in administration and processes, with outstanding accuracy and attention to detail.
• Development – Commitment to continually building industry knowledge.

Rewards & Benefits

• Financial Security – Defined contribution pension scheme (with employer contribution), Life Insurance (4x salary), and Income Protection (covering up to 50% of income).
• Leave – Minimum of 25 days annual holiday, plus bank holidays, with the option to buy extra days.
• Health – Health cash plan or Private Medical Insurance.
• Lifestyle Perks – Critical illness cover, discounted gym membership, Season Ticket Loan, Emergency back-up family care, and a discounted voucher portal.
• Share & Charity Schemes – Employee Stock Purchase Plan, Share Incentive Plan, and three fully paid volunteering days per year.

The client maintains a strong commitment to Inclusion and Diversity, ensuring the recruitment process is accessible and inclusive for all applicants, including those with disabilities.