At a Glance
- Tasks: Manage client portfolios and deliver tailored insurance solutions while building long-term relationships.
- Company: Join a well-established insurance business with a supportive culture.
- Benefits: Competitive salary, bonus, car allowance, pension, and generous holiday package.
- Other info: Enjoy a flexible working style with a mix of office and home-based work.
- Why this job: Step up your career in a dynamic role with clear training and development pathways.
- Qualifications: Experience in general insurance and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
We're recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position. You'll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships.
Working Style
- Full-time role based from the Oxted office
- Flexible diary management
- A mix of office, client visits, and home working
- Expected to be in and out of the office a few days each week, depending on client commitments
Key Responsibilities
- Manage and develop an existing client portfolio
- Convert new business opportunities
- Handle renewals, mid-term adjustments, and policy reviews
- Work closely with underwriters to secure competitive terms
- Identify cross-selling and upselling opportunities
About You
- Background in general insurance (broker experience welcome)
- Exposure to commercial and/or high-net-worth personal lines
- Ambitious and keen to develop into a sales-focused account management role
- Strong communication and organisation skills
Tate is committed to promoting equal opportunities.
Insurance Account Executive employer: Tate Guildford
Join a dynamic and supportive insurance business in Oxted, Surrey, where we prioritise employee growth and development. With a competitive salary package, flexible working arrangements, and a commitment to professional qualifications, we foster a collaborative work culture that values long-term relationships with both clients and staff. Experience a rewarding career as an Insurance Account Executive, where your contributions are recognised and your potential is nurtured.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Executive
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Tate Guildford). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Tate Guildford. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Account Executive
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Tate Guildford.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Tate Guildford. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Tate Guildford
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Tate Guildford to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Tate Guildford, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Tate Guildford's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
