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Insurance Executive

United Kingdom, Ashford or Tenterden 35000.00 - 40000.00 GBP / Year · Job Posted September 15, 2025
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Job Description

Insurance Executive role focusing on existing client management, joining an award-winning organization that values exceptional customer service and long-term client relationships. The position involves managing a personal portfolio of clients, providing insurance advice, and building lasting relationships both in person and virtually.

Job Responsibility

  • Develop a deep understanding of the company's insurance products to provide informed, relevant advice
  • Manage and grow a personal portfolio of clients, building trust and delivering a high standard of customer care
  • Conduct client reviews (both remotely and face-to-face), ensuring all documentation is accurate and compliant
  • Deliver clear, timely follow-up after meetings-processing changes, generating quotes, and completing admin tasks efficiently
  • Maintain proactive communication with clients to resolve queries and strengthen ongoing relationships
  • Identify cross-selling opportunities within your client base to support the agency's growth
  • Represent the business at networking events, trade shows, and industry gatherings to generate new leads
  • Accurately record all client interactions and ensure compliance with internal procedures and regulations
  • Uphold the company's values of trust, integrity, and service excellence in every interaction
  • Support additional projects or duties as required to enhance customer experience and contribute to wider business objectives

Requirements

  • Previous experience in insurance is essential
  • Proven success in delivering excellent service and maintaining client relationships
  • Strong communication skills-both written and verbal
  • Outstanding attention to detail and well-organised
  • Confident with Microsoft Office and general IT systems
  • Strong numeracy and problem-solving abilities
  • Able to manage workloads independently and remain calm under pressure
  • A true team player with integrity, a positive attitude, and a customer-first mindset
  • Self-motivated, eager to learn, and committed to continuous personal and professional development
  • Full UK driving licence and access to your own vehicle

What we offer

  • Free on-site parking
  • Modern, well-equipped offices
  • Clear path for career progression

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  • Deliver clear, timely follow-up after meetings-processing changes, generating quotes, and completing admin tasks efficiently
  • Maintain proactive communication with clients to resolve queries and strengthen ongoing relationships
  • Identify cross-selling opportunities within your client base to support the agency's growth
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