Account Executive - Personal Lines Insurance
Location: Sheffield
Contract Type: Permanent
- Monday-Friday 9 am-5:30 pm / may depend on location of office / Hybrid 2 days
- Join an award-winning, independent insurance broker with a supportive and inclusive culture
- Develop your career with a company committed to professional development and continuous learning
- Enjoy a comprehensive benefits package designed to support your well-being and work-life balance
- Be part of a team dedicated to delivering exceptional service to personal lines clients
Position Overview
As an Account Executive within the Personal Lines team, you will be responsible for managing a portfolio of personal lines clients, ensuring their insurance needs are met with the highest level of service. You will act as the primary point of contact for clients, providing expert advice and support throughout the policy lifecycle.
Responsibilities
1. Develop and maintain strong relationships with personal lines clients
2. Handle client enquiries and provide timely, accurate responses
3. Assist in the renewal process, ensuring policies reflect clients' current needs
4. Negotiate competitive terms with insurers on behalf of clients
5. Identify new business opportunities through networking and referrals
6. Ensure compliance with all regulatory requirements, including FCA regulations and internal policies
The person
1. Experience in an Account Executive or customer-facing role within the personal lines insurance sector
2. Familiarity with personal lines insurance products, such as home, motor, and travel insurance
3. Proficiency with insurance platforms and client management systems (e.g., Acturis)
4. Understanding of compliance regulations, including FCA and Consumer Duty obligations
5. Excellent communication and organisational skills
6. Proactive approach to client management and business development
7. Ability to work collaboratively within a team
8. Client-focused mindset dedicated to delivering high levels of service and satisfaction
9. Progress towards or willingness to pursue industry qualifications (e.g., Cert CII) is desirable
Benefits
1. Access to a Wellbeing Assistance
2. Group Medical Insurance and gym membership discounts
3. Flexible work arrangements and generous annual leave (up to 27 days, increasing with service)
4. Contributory pension and Group Life Assurance
5. Income Protection and bonuses for successful referrals and professional qualifications
6. Volunteer days to support causes that matter to you
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