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For Companies At a Glance
- Tasks: Manage client portfolios and deliver tailored insurance solutions while building long-term relationships.
- Company: Established insurance business with a supportive and dynamic work environment.
- 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 tasks.
- Why this job: Step up your career in a sales-focused 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
Locations
Account Executive/Account Director in Oxted, Surrey employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive/Account Director in Oxted, Surrey
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can confidently explain who you are and what you bring to the table. Tailor your pitch to highlight your experience in managing client portfolios and delivering tailored solutions.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this opportunity to reiterate your enthusiasm for the role and mention something specific from your conversation that resonated with you.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Account Executive/Account Director in Oxted, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Account Executive role. Highlight your background in general insurance and any relevant broker experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your experience aligns with our needs. Don’t forget to mention your ambition to develop in a sales-focused account management position.
Showcase Your Communication Skills: As an Account Executive, strong communication is key. In your application, demonstrate your ability to build relationships and convey information clearly. This will help us see how you can manage and develop client portfolios effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance industry, especially around commercial and high-net-worth personal lines. Familiarise yourself with common terms and recent trends, as this will show your potential employer that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in account management and client relationships. Think about times when you've successfully converted new business or handled renewals, as these are key responsibilities for the position.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client management and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Ambition
Since the role is aimed at someone keen to develop into a sales-focused position, express your career aspirations clearly. Talk about how you plan to grow within the company and contribute to its success, which will resonate well with the interviewers.