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Account executive - personal lines

Sheffield
Account executive
Posted: 1 August
Offer description

Job Description Job title: Account Executive - Personal Lines Salary: £33,000 Location: South Yorkshire - Hybrid role 2 days in office PURPOSE OF ROLE Our client is seeking a personable and proactive Account Executive to manage a portfolio of private clients, specialising in personal lines insurance such as home, motor, and travel. The successful candidate will act as a trusted advisor, ensuring excellent client service, supporting renewals, identifying new business opportunities, and maintaining compliance with regulatory standards. RESPONSIBILITIES Act as the primary point of contact for a portfolio of private clients, delivering tailored insurance advice across home, motor, and travel products Build strong, long-term client relationships through regular contact and policy reviews to ensure cover remains appropriate Identify and convert new business opportunities through referrals, networking, and warm leads Support the renewal process by negotiating favourable terms with insurers and ensuring timely policy updates Maintain accurate and compliant client records, in line with FCA and Consumer Duty regulations Clearly communicate policy details and terms, ensuring clients fully understand their cover and obligations Collaborate with colleagues across the business to ensure high-quality service delivery Stay informed of market developments, product changes, and regulatory updates, contributing to continuous improvement within the team DAY-TO-DAY Handle client queries and offer expert advice on personal insurance needs Manage renewals and policy updates efficiently Collaborate with colleagues to maintain high service standards Actively support business development efforts Ensure compliance with all regulatory requirements EXPERIENCE & REQUIREMENTS Experience in a client-facing role within personal lines insurance Understanding of home, motor, and travel insurance products Familiarity with platforms such as Acturis or similar Working knowledge of FCA and Consumer Duty regulations Working towards Cert CII or open to pursuing professional qualifications Proven experience in renewals, client servicing, and business development SKILLS Build rapport easily and maintain strong, trust-based client relationships Effectively manage multiple client accounts and prioritise tasks in a fast-paced environment Take initiative to anticipate client needs and proactively offer solutions Work well within a team, supporting colleagues to ensure seamless service Consistently deliver high service standards with a strong focus on client satisfaction If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at admin@lawesgroup.co.uk

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