Account Executive

Butterworth Spengler Insurance Brokers; Liverpool; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Laptop and mobile phone

Hybrid working pattern

Company pension scheme

Generous holiday entitlement

Life assurance

Job summary

A leading insurance brokerage in Liverpool is seeking an experienced Account Executive to manage existing clients and develop new business. Candidates should have experience in the broker environment with strong new-business and client relationship skills. This full-time role offers a competitive salary, hybrid working, and various benefits including a company pension scheme.

Qualifications

• Previous experience as an Account Executive within a broker environment.
• Strong client reputation and new-business skills.
• Working knowledge of commercial-related insurance products.
• Experience in FCA compliance.
• Exemplary customer service skills.
• The ability to work to a high level of accuracy.
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers.
• Regulatory and compliance awareness.

Responsibilities

• Manage a book of business for existing clients.
• Develop a strong pipeline of new business across various lines of commercial insurance.
• Ensure compliance with FCA regulations.
• Negotiate and secure appropriate cover for clients.
• Presentation of recommendations and cover to the client.
• Closing the sale and ensuring cover is on risk.
• Securing cross-selling business and referrals.
• Monitoring own sales performance in line with targets and effectively managing the client portfolio.
• Ensuring all business activity fully complies with FCA regulation and company procedures.
• Handling any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice.
• Achieving and maintaining a high level of customer service and always promoting exceptional customer care standards.
• Developing and maintaining a professional working relationship with all clients and providing expert advice in all areas of the business.
• Liaising with account handlers when appropriate.
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers.

Skills

New-business skills

Customer service skills

Client relationship building

Regulatory awareness

Attention to accuracy

Attention to detail

Customer service

Regulatory awareness

Tools

Acturis

Job description

Join to apply for the Account Executive role at Butterworth Spengler Insurance Brokers.

Group Recruitment Partner - Hiring top talent for one of the UK’s leading Insurance Brokers

Butterworth Spengler offers our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler is now part of the JMG Group – a private equity-backed insurance broking group and a top 30 UK broker that places over £380m of gross written premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career progression, a market‑leading salary and a comprehensive benefits package.

We work with businesses and private clients in Liverpool and across the UK, asking the right questions to thoroughly understand each client's business and find the right insurance for their needs.

Opportunity

We have a brand‑new opportunity for an experienced Account Executive to join our thriving broker team based in Liverpool.

The successful Account Executive will manage a book of business for existing clients and develop a strong pipeline of new business across various lines of commercial insurance, while ensuring full FCA compliance. The overall purpose of the role is to generate revenue for the business and ensure a high‑quality service is provided to all clients in accordance with their needs and requirements.

Key areas of responsibility include

• Prospecting new leads
• Attending client visits and making initial contact
• Completing identification of needs with prospective clients
• Negotiation and presentation to insurers to secure the most appropriate cover for the client
• Presentation of recommendations and cover to the client
• Closing the sale and ensuring cover is on risk
• Securing cross‑selling business and referrals
• Monitoring own sales performance in line with targets and effectively managing the client portfolio
• Ensuring all business activity fully complies with FCA regulation and company procedures
• Handling any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
• Achieving and maintaining a high level of customer service and always promoting exceptional customer care standards
• Developing and maintaining a professional working relationship with all clients and providing expert advice in all areas of the business
• Liaising with account handlers when appropriate
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers

What we’re looking for

• Previous experience as an Account Executive within a broker environment, looking after commercial clients
• Strong new‑business skills and a solid client reputation
• Working knowledge of commercial‑related insurance products
• Experience of working to high standards of FCA compliance
• IT skills, including use of an insurance IT system, ideally Acturis
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness

What we offer

• Competitive salary commensurate with level of experience
• Laptop and mobile phone
• Hybrid working pattern – office and remote
• Company pension scheme
• Generous holiday entitlement, including birthday day off
• Life assurance

Seniority level

• Executive

Employment type

• Full‑time

Job function

• Sales and General Business