Commercial Insurance Account Executive (Renewals)

The Caraires Consultancy; Lutterworth; On-site; GBP 35,000 - 40,000; Full time

Job summary

A professional consultancy firm located in Lutterworth is looking for an Insurance Account Executive (Renewals) to manage client policies. The role involves fact-finding, preparing documentation, and maintaining client relationships. Candidates should have 1-2 years of insurance experience and proficiency with Acturis. Benefits include a comprehensive training program, pension scheme, and discretionary bonuses.

Benefits

Comprehensive training and development programme

Company contributory pension scheme

Discretionary bonus scheme

25 days annual leave plus increase after years of service

Medical Insurance

Free on-site parking

Qualifications

• 1 – 2 years commercial insurance experience.
• Demonstrable commitment to customer satisfaction.
• Proven team-player with strong work ethic.

Responsibilities

• Conduct fact-finding calls and provide quotations.
• Contact clients to renew policies and prepare documentation.
• Achieve income and conversion targets.

Skills

Commercial insurance experience

Telephone-based insurance renewals

Customer satisfaction commitment

Challenging customer handling

Team player

Detail-oriented

Multitasking ability

Tools

Acturis

Automated information systems

Job description

Lutterworth based – 5 days in the office

Permanent

Monday to Friday – 35hrs (9.00 - 17.00)

£35,000 - £40,000 pa (depending on experience)

The key responsibilities of an Insurance Account Executive (Renewals):

• Conduct fact-finding calls to identify clients’ requirements and provide quotations in line with Treating Customers Fairly (TCF) principles.
• Contact clients to renew policies and prepare all renewal documentation in accordance with company guidelines. Communicate quotations, advising on price and cover to meet the applicant’s needs.
• Achieve income and conversion targets by maximising use of team resources.
• Accurately document all customer interactions and maintain data integrity within Acturis.
• Balance company policy with customer benefit in all decision-making processes.

The minimum requirements for the Insurance Account Executive role (Renewals):

• 1 – 2 years commercial insurance experience
• Previous experience in telephone-based insurance renewals or account management
• Demonstrable commitment to customer satisfaction and professional integrity.
• Ability to handle challenging customers and complaints with patience and professionalism.
• Proven team-player with a strong work ethic and willingness to work occasional overtime.
• Highly organised, detail-oriented and able to multitask in a fast-paced environment.

The ideal candidate for the Insurance Account Executive (Renewals) role:

• Proficiency in using Acturis or similar automated information systems
• Track record of meeting or exceeding financial targets and KPIs
• Proactive approach to process improvement and personal development
• Demonstrates a clear understanding of wider insurance policies.

Insurance Account Executive benefits:

• Comprehensive training and development programme
• Company contributory pension scheme
• Discretionary bonus scheme
• 25 days annual leave plus increase after years of service
• Medical Insurance
• Free on-site parking

The Caraires Consultancy operates with integrity by treating our clients, applicants and suppliers in a fair and honest manner – as we want to be treated.

Interested? Please apply below or call us on 01788 298040 for an informal chat. If you have sent us a copy of your CV and not had a reply within 5 working days we would kindly ask you to assume your application on this occasion has been unsuccessful. For our Privacy Policy, please see our website.