Account Executive

Christie Insurance; Milton Keynes; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

25 days annual leave + bank holidays

Life assurance

Employee wellbeing via Plumm

Cycle to work scheme

Recommend a Friend referral bonus

Enhanced family friendly leave

Job summary

Christie Insurance in Milton Keynes is seeking a proactive new business account executive to convert warm leads from Christie & Co and Christie Finance into insured clients, with no cold calling and access to current owners' schedules and premium history.

The role involves conducting client meetings, tailoring insurance solutions, negotiating terms with insurers, and closing sales while setting up policies promptly.

Qualifications

• Experience as an Account Executive in commercial insurance for SME clients.
• Understanding of insurance marketplace, policy terms and regulatory context.
• CII certification or working toward one.

Responsibilities

• Conduct initial client meetings to assess insurance and risk profiles.
• Present tailored insurance solutions and negotiate with insurers for terms.
• Close sales and ensure policies are set up in a timely manner.

Skills

New business insurance

Account management

Negotiation

Education

CII Certification

Job description

Christie Insurance is an Insurance Brokerage; a member of a Christie Group plc https://www.christiegroup.com delivering sector expertise with Christie & Co and Christie Finance. We offer a integrated solution facilitating business sales, funding, and providing insurance.

We are looking for a new business account executive to manage new business through warm leads gained from Christie & Co and Christie Finance. There is no cold calling, no working ‘dead’ databases. You will have the new owners name, mobile phone number, the current owners schedule of insurance with the incumbent insurers names, premium & terms.

Here, your voice matters. We foster a collaborative environment where ideas are welcomed, and you can actively shape the direction and success of the business. As an independent brokerage, we offer unmatched access to professionals across our sectors, empowering you to make a real impact while building a rewarding career. You'll be part of a growing team of experienced brokers committed to excellence in business and life insurance. We’ll support your development every step of the way including helping you achieve CII qualifications.

If you're ready to join a high performing team that values expertise, autonomy, and ambition, Christie Insurance is the place to make your mark.

Responsibilities

In this role you will:

• Conduct initial client meetings to assess insurance and risk profiles
• Present tailored insurance solutions and negotiate with insurers for terms
• Close sales and ensure policies are set up in a timely manner

What we are looking for

The suitable candidate for this role would bring:

• Demonstratable experience as an Account Executive in New Business specifically within a commercial insurance setting or the SME (Small and Medium Enterprise) sector
• A well founded understanding of the fundamentals of Insurance and its legal context and operation of the Insurance marketplace
• Have a CII Certification or be working towards one

What we can offer you

• 25 days of annual leave plus bank holidays
• Holiday carryover & additional Christmas leave
• Life assurance
• Employee wellbeing assistance via Plumm
• Cycle to work scheme
• "Recommend a Friend" employee referral bonus
• Enhanced family friendly leave

Christie Insurance is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation.

We are an inclusive organisation and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.