Colchester | 💰 Competitive Salary + Benefits | 🕒 Full-Time, Permanent
The Opportunity
An exciting opportunity has arisen for an Account Executive to join a growing retail new business team in Colchester. This role offers the chance to work directly with clients, both in-office and face-to-face, providing first-class customer care while developing new business opportunities.
The successful candidate will play a key role in servicing new and prospective customers, building long-term relationships, and promoting tailored insurance solutions in line with FCA regulations.
Key Responsibilities
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Prospect and secure new clients using in-house marketing tools, networking, and referrals.
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Maintain regular contact with prospects to maximise future conversion opportunities.
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Attend trade shows and networking events locally and in London to expand market reach.
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Conduct meetings with prospective clients to gather all necessary information for successful tenders.
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Ensure all documentation and meetings comply with FCA regulations.
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Manage new business through to handover, including documentation, policy amendments, survey requirements, and insurer communication.
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Support colleagues across the business to achieve departmental targets and deliver excellent service.
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Build strong relationships with clients to aid retention and encourage referrals.
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Provide prompt responses to enquiries, ensuring all client needs are met within agreed timescales.
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Keep abreast of industry trends, insurance developments, and compliance requirements.
What We’re Looking For
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Minimum of 8 GCSEs grade C or above (including Maths and English).
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Cert CII (or working towards) desirable.
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Previous insurance experience preferred.
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Strong knowledge of FCA regulations and compliance.
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Excellent interpersonal, communication, and relationship-building skills.
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Organised and effective with time management and prioritisation.
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Resilient, self-motivated, and driven to exceed targets.
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Able to work independently and as part of a collaborative team.
What’s on Offer
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Competitive salary package
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Ongoing training and development, including professional qualifications
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Career progression opportunities within a supportive team
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Exposure to diverse client portfolios and exciting business opportunities