Account Executive

WF Risk Group; Belfast; On-site; GBP 35,000 - 55,000; Full time

Job summary

A growing insurance firm in Belfast seeks an Account Executive to manage client relationships and provide exceptional service in the insurance sector. The candidate should have at least 5 years of experience in commercial insurance, strong communication skills, and a focus on client retention. A competitive salary and comprehensive benefits are offered, including private medical insurance and professional development funding.

Benefits

Health insurance

Vacation, Paid time off

Retirement plan and/or pension

Flexible schedule

Gym membership or wellness programs

Qualifications

• Minimum of 5 years experience in a similar role.
• Good all-around corporate/commercial insurance experience.
• Ability to generate and maintain commercial insurance revenue streams.

Responsibilities

• Build and maintain strong relationships with clients.
• Attend client meetings to identify needs and present cover recommendations.
• Ensure high client service standards and compliance with regulations.

Skills

Client relationship building

Persuasion and influence

Strong communication skills

Time management

Organizational skills

Education

ACII / DIP CII qualification or working towards

Tools

Commercial insurance knowledge

Insurance products understanding

Job description

EXPECTATIONS OF YOU

Working with us as an Account Executive, you have the opportunity to build and maintain strong relationships with a full portfolio of prestigious clients across a wide range of industry sectors, delivering exceptional client service.

On a daily basis, we expect you to showcase your skills and knowledge by:

• Achieve & maintain a high level of customer service whilst always promoting exceptional customer care standards.
• Develop & maintain professional working relationships with all clients & internal colleagues including stakeholders, ensuring expert advice is given in all areas of the business.
• Have a growth mindset coupled with an ability to develop your own pipeline & network of clients through strategic & consultative relationship building.
• Attend client meetings to identify their needs & present recommendations of cover, maximising opportunities & referrals.
• Attend external events to promote our extensive portfolio collaborating with divisions across the wider group.
• Pro-actively developing appropriate solutions and proposals for clients to ensure client retention;
• Supporting the company in accurate budgeting forecasting and tracking of revenue;
• Contributing to the achievement of team and business objectives by identifying gaps, up-selling and cross-selling;
• Managing personal workloads and meeting deadlines;
• Ensuring that Company procedures, our high client service standards and FCA compliance regulations are adhered to and maintained, at all times acting in the best interests of our clients.

SKILLS AND EXPERIENCE:

Our next Account Executives should have a minimum of 5 years experience in a similar role, with good all-around corporate/commercial insurance experience and technical knowledge across a range of classes of insurance products.

• Track record in generating and maintaining commercial insurance revenue streams
• Ability to persuade and influence
• Strong communication skills, in particular in relation to client relationship building
• Experience of preparing proposals and presenting to senior business leaders
• Strong working knowledge and understanding of most commercial classes of business and associated insurance products, along with knowledge of the NI broker market
• ACII / DIP CII qualification or working towards
• Self-motivated and resilient
• Attention to detail and ability to prepare high quality paperwork
• Strong time management and organisational skills
• Hold a current, valid driving licence

Required Criteria

• Track record in generating and maintaining commercial insurance revenue streams
• Experience of preparing proposals and presenting to senior business leaders
• Strong working knowledge and understanding of most commercial classes of business and associated insurance products, along with knowledge of the NI broker market
• ACII / DIP CII qualification or working towards
• minimum of 5 years experience in a similar role
• good all-around corporate/commercial insurance experience and technical knowledge across a range of classes of insurance products.

About The Company

WF Risk Group have experienced significant expansion over the last four years, with several acquisitions, staff headcount doubling and a rebrand.

We have ambitious plans to continue along this growth trajectory and we are interested in hearing from talented and innovative individuals to join our dynamic teams.

Company Culture

At WF Risk Group, we believe that insurance is about more than just policies — it’s about people. That’s why we’ve built a workplace where collaboration, purpose, and wellbeing come first.

What Makes Our Culture Special?

• People First, Always
• Diversity Makes Us Stronger
• Doing the Right Thing
• Growth That Matters
• Giving Back

Company Benefits

Along with exciting opportunities for career progression, we can offer a highly competitive salary, 25 days paid leave in addition to statutory holidays, private medical insurance, an award-winning certification programme, professional development funding, pension contributions, death in service benefits, cycle2work scheme, social events and much more.

Benefits Include:

• Health insurance
• Vacation, Paid time off
• Paid sick days
• Retirement plan and/or pension
• Flexible schedule
• Office perks
• Employee development programs
• Tuition reimbursement
• Employee discounts
• Gym membership or wellness programs
• Cycle to work
• Referral bonus
• Competitive salary
• Life insurance
• Long service recognition
• Employee Assistance Scheme
• Wellbeing Scheme
• Monthly Team Lunches
• On the job learning
• Progression opportunities
• Access to Health & Wellbeing app
• Bereavement leave