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 environment with clear training and development pathways.
- Why this job: Step up in your career while building long-term client relationships.
- Qualifications: Experience in insurance and strong communication skills required.
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
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Insurance Account Executive employer: Tate
Tate in Uxbridge is an exceptional employer that fosters a collaborative and innovative work culture, where your passion for art can thrive alongside your professional growth. With a commitment to employee development and a focus on impactful audience insights, you will have the opportunity to lead a talented team while shaping strategies that resonate globally. Enjoy a supportive environment that values creativity and encourages continuous learning, making it a truly rewarding place to work.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Executive
✨Network Like a Pro
Get out there and connect with people in the insurance industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Insurance Account Executive role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Talk about your experience in managing client portfolios and how you've successfully converted new business opportunities. We want to see your passion for account management shine through!
✨Tailor Your Approach
Every company is different, so make sure you tailor your pitch to fit their needs. Research the company’s values and goals, and align your skills and experiences with what they’re looking for. This shows you’re not just another candidate; you’re the right fit!
✨Follow Up Like a Boss
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It keeps you on their radar and shows you’re genuinely interested in the role. Plus, it’s a great way to reiterate why you’d be perfect for the job!
We think you need these skills to ace Insurance Account Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Insurance Account Executive. Highlight your broker experience and any relevant skills that show you can manage a portfolio effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention your ambition and how you plan to develop in a sales-focused account management position.
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 built relationships with clients in the past.
Apply Early!:We encourage you to apply through our website as soon as possible. The sooner you get your application in, the better your chances are of securing an interview. Don’t wait until the last minute!
How to prepare for a job interview at Tate
✨Know Your Stuff
Make sure you brush up on your knowledge of general insurance, especially in the commercial and high-net-worth personal lines. Familiarise yourself with the latest trends and challenges in the industry, as well as the specific products offered by the company. This will show that you're not just interested in the role but also invested in the field.
✨Showcase Your Relationship Skills
As an Insurance Account Executive, building long-term relationships is key. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues. Highlight your communication skills and how you can tailor solutions to meet client needs.
✨Demonstrate Your Ambition
This role is perfect for someone looking to step up into account management. Be ready to discuss your career goals and how this position aligns with them. Show enthusiasm for professional development opportunities, like the support for qualifications (CII), and express your eagerness to grow within the company.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
