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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.
Job Responsibility:
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
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
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