Account Executive Insurance

CIIH T / A Headway Recruitment; West Yorkshire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking an Account Executive specializing in Insurance Sales in West Yorkshire. This role involves generating new business, managing client portfolios, and ensuring FCA compliance across insurance lines. Successful candidates will provide tailored service while driving insurance sales growth. Key responsibilities include handling client complaints and promoting insurance initiatives, making strong sales and regulatory knowledge essential for success.

Qualifications

• Experience in insurance sales and managing client portfolios.
• Strong knowledge of FCA regulations.
• Proven track record of generating revenue.

Responsibilities

• Generate new business through insurance sales and manage renewals.
• Deliver professional service to clients and insurers.
• Monitor sales performance and manage client portfolios.

Skills

Client management

Sales growth

FCA compliance

Cross-selling products

Job description

Account Executive – Insurance Sales

We are recruiting on behalf of our client in LS3 for an Account Executive with a focus on Insurance Sales.

This role involves generating revenue, managing client portfolios, developing new business opportunities, and ensuring full FCA compliance across personal and commercial insurance lines.

The successful candidate will provide high-quality, tailored service to clients while actively driving insurance sales growth.

Key Responsibilities

• Generate new business through insurance sales, manage renewals, and cross-sell products to meet KPIs while maintaining FCA compliance.
• Deliver accurate, efficient, and professional service to clients and insurers, supporting high-quality insurance sales interactions.
• Monitor sales performance, manage client portfolios effectively, and maximise insurance sales opportunities.
• Ensure profitability for both the brokerage and underwriters, including scheduling client visits and promoting insurance sales initiatives.
• Comply with FCA regulations and company policies, including Conduct Policies and Guides to Best Practice.
• Handle client complaints in line with regulatory and company standards.