# Insurance Account ExecutiveRegion: South EastLocation: OxtedJob reference: ANEE01952## The roleInsurance Account Executive Location: Based in our Oxted Office Company: NFU Mutual's Surrey Agency **About the Role** NFU Mutual's Surrey Agency is seeking a professional and client-focused Insurance Account Executive to join our growing team. This is a key role responsible for managing and developing a portfolio of established clients, including SME Commercial Businesses and High Net Worth personal lines. You will act as a trusted advisor, ensuring clients receive tailored insurance solutions that meet their evolving needs while delivering exceptional service at every touchpoint. **Key Responsibilities** • Manage and maintain a portfolio of existing clients across SME commercial and affluent homeowners. • Continually develop a pipeline of prospects, actively working and converting into new business opportunities & sales. • Liaise with underwriters and internal teams to secure the best terms for clients. • Review client policies regularly to ensure appropriate coverage and identify opportunities for enhancement. • Build strong, long-term relationships through proactive communication and high-quality service. • Handle renewals, mid-term adjustments, and policy queries efficiently and accurately. • Identify cross-selling and upselling opportunities within the existing client base. • Ensure all activities comply with FCA regulations and internal compliance standards. **About You** • General insurance experience. • Knowledge of commercial insurance and high-net-worth personal lines. • You will probably be working in general insurance and looking for the next step up into account management, rather than an existing experienced portfolio account manager. • Good communication and relationship-building skills. • Highly organised with strong attention to detail. • Proactive approach with a focus on delivering client value. **What We Offer** • Competitive salary and performance-related bonus • Support for professional qualifications (CII) • A supportive and collaborative working environment • Opportunity to work with a respected, customer-focused insurer • Ongoing training and career development opportunities • Work for a trusted, award-winning UK insurer with an excellent reputation • Be part of a values-led organisation focused on long-term relationships • Join a supportive, people-focused business with clear growth ambitions • Enjoy a stable environment with opportunities to develop and grow **Benefits** • Competitive salary appropriate to your experience • Pension scheme • Car Allowance • Starting 23 days annual leave increasing by 1 day for every full calendar year’s service up to a maximum of 28 days plus bank holidays • Your birthday off & up to 5 days buy/sell holiday trading scheme **To apply** Please apply in writing with your CV to: Joanna Scott, NFU Mutual Surrey. joanna\_scott@nfumutual.co.uk **Closing date for all applications: 8th May 2026** **Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly**Whatever your role, as a key member of your agency team, you’ll enjoy the chance to develop your insurance industry knowledge and skills and build a rewarding career. For most roles you won’t necessarily need an insurance background. It’s more about your personal qualities – your ability to learn quickly, develop strong working relationships with a range of different people and give customers excellent service, with trusted advice and products.Bring these qualities and you’ll be supported with a full range of training and development opportunities so you can build the career you want. These include the chance to gain an apprenticeship, as well as support to study for professional qualifications and full training in all aspects of the insurance industry.
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