At a Glance
- Tasks: Manage and develop client portfolios while delivering tailored insurance solutions.
- Company: Established insurance business with a focus on client relationships.
- Benefits: Competitive salary, bonus, car allowance, and flexible working options.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Step up your career in a dynamic role with real impact on clients' lives.
- Qualifications: Experience in general insurance and a passion for account management.
The predicted salary is between 40000 - 50000 € per year.
We are 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 will 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
Insurance Account Executive employer: Tate
Join a dynamic and supportive team at our well-established insurance business in Oxted, where we prioritise employee growth and development. With a flexible hybrid working model, competitive salary, and bonus structure, we foster a collaborative work culture that encourages innovation and long-term client relationships. Our commitment to your professional advancement ensures that you will thrive in your role as an Insurance Account Executive while enjoying the unique advantages of working in a vibrant community.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Executive
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show them you’re not just another candidate, but someone who genuinely cares about their mission and values.
✨Tip Number 3
Practice your pitch! You need to be able to confidently explain how your experience in insurance aligns with the role of an Account Executive. Keep it concise and impactful.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Insurance Account Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in general insurance and any relevant broker experience to show us you're the right fit for the Insurance Account Executive role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about account management and how your previous roles have prepared you for this position. Be sure to mention your ambition and desire to develop in a sales-focused environment.
Showcase Your Client Management Skills:In your application, emphasise your ability to manage and develop client portfolios. Share examples of how you've built long-term relationships with clients and delivered tailored solutions, as this is key for the role.
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
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of general insurance, especially in commercial and high-net-worth personal lines. Be ready to discuss specific products and how they can benefit clients. This shows you're not just familiar with the basics but are genuinely interested in providing tailored solutions.
✨Showcase Your Relationship Skills
Since this role is all about building long-term relationships, think of examples from your past where you've successfully managed client relationships. Prepare to share stories that highlight your ability to connect with clients and understand their needs, as well as how you’ve handled renewals and adjustments.
✨Demonstrate Your Sales Acumen
Be prepared to talk about your experience with converting new business opportunities and identifying cross-selling or upselling chances. Have a few success stories ready that illustrate your sales skills and how you’ve contributed to revenue growth in previous roles.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the company and the role. Ask about their approach to client management or how they support their account executives in achieving targets. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
