At a Glance
- Tasks: Manage client portfolios and deliver tailored insurance solutions.
- Company: Established insurance business with a supportive culture.
- Benefits: Competitive salary, bonus, car allowance, pension, and generous holiday.
- Other info: Flexible working style with clear training and development pathways.
- Why this job: Step up in your career while building long-term client relationships.
- Qualifications: Experience in general insurance and strong communication skills.
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 Executive 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 Executive 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 chat with potential employers or during interviews, make sure you can clearly explain how your experience aligns with their needs. Tailor your message to highlight your broker background and client management skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Account Executive role. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Account Executive Executive 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 insurance, especially any broker experience, and showcase your ability to manage client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ambition to develop in a sales-focused account management position and how you can build long-term relationships with clients.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to share examples of how you've successfully communicated with clients or colleagues in the past.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
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
Express your eagerness to develop within the sales-focused account management role. Talk about your career goals and how you see this position helping you achieve them, which aligns perfectly with the company's support for professional qualifications.