Account Executive

365 People; Shrewsbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in the UK is looking for an experienced Account Executive to manage a hybrid portfolio of commercial clients. The ideal candidate will have a background in a regulated environment and strong relationship-building skills. This role involves account management, compliance, and delivering excellent customer service. With a starting salary at £35,000, you'll play a key part in client relationships and business growth.

Qualifications

• Experience as an Account Executive or similar client-facing role.
• Background in a regulated environment (FCA or similar).
• Confident negotiator able to assess risk.

Responsibilities

• Manage and grow a portfolio of commercial clients.
• Ensure compliance with FCA regulations.
• Deliver excellent customer service at all times.

Skills

Relationship-building

Communication skills

Negotiation skills

Attention to detail

Organisational skills

Tools

MS Word

Outlook

Excel

Insurance broking systems

Job description

Job Title: Account Executive

Location: Shrewsbury - Hybrid

Salary: Starting at £35,000

We're recruiting an experienced Account Executive to manage a portfolio of clients in a regulated environment.

You’ll look after relationships end-to-end, handle all aspects of the account, and ensure a high standard of service and compliance at all times.

The role

• Manage and grow a portfolio of commercial clients
• Build strong, long-term relationships with new and existing clients
• Handle all aspects of account management: new business, renewals, mid-term adjustments and claims support
• Identify client needs and present clear recommendations and solutions
• Negotiate terms with insurers and partners to secure appropriate cover and competitive premiums
• Cross-sell additional products and services where appropriate
• Respond to queries and resolve any issues or complaints in line with company procedures
• Work towards agreed performance targets (new business, retention, cross-selling, profitability)
• Deliver an excellent level of customer service at all times

Compliance & administration

• Ensure all activity complies with FCA regulations and internal procedures
• Use checklists and support tools to evidence compliance
• Maintain accurate and up-to-date electronic and paper records
• Prioritise and action client communications in a timely manner
• Check all client documentation thoroughly before it is issued
• Manage your own diary and follow up all outstanding actions by the required dates
• Report any potential data, security or compliance breaches to senior management

Training & development

• Take ownership of your own learning and meet Training & Competence (T&C) requirements
• Keep up to date with market conditions, products and regulatory changes
• Support and promote a Treating Customers Fairly (TCF) culture in all client dealings

What we're looking for

• Experience as an Account Executive, Account Handler or similar client-facing role
• Background working in a regulated environment (FCA or similar)
• Strong relationship-building and communication skills
• Confident negotiator with the ability to assess risk and recommend suitable solutions
• Excellent attention to detail and organisational skills
• Comfortable working to KPIs and targets

IT skills

• Confident user of MS Word, Outlook and Excel
• Experience with insurance broking systems such as SSP, Acturis or similar (or willing to learn)
• Accurate data input and record-keeping skills

This is a great opportunity for an Account Executive who enjoys managing client relationships, working in a regulated environment, and taking ownership of a varied portfolio of work