Commercial Insurance Executive (Renewals)

The Caraires Consultancy; Bitteswell with Bittesby; On-site; GBP 35,000 - 40,000; Full time

Job summary

A well-established insurance provider in Lutterworth is looking for an Insurance Account Executive to join their renewals team. Responsibilities include conducting client calls for quotations, renewing policies, and targeting income goals. The ideal candidate possesses 1-2 years of commercial insurance experience and the ability to handle customer interactions professionally. The position offers a range of benefits, including a training program and a contributory pension scheme.

Benefits

Comprehensive training and development programme

Company contributory pension scheme

Discretionary bonus scheme

25 days annual leave

Medical Insurance

Free on‑site parking

Qualifications

• 1 - 2 years of experience in commercial insurance.
• Experience in telephone-based insurance renewals or account management.
• Ability to handle challenging customers with professionalism.

Responsibilities

• Conduct calls to identify clients' requirements and provide quotations.
• Renew policies and prepare documentation according to guidelines.
• Achieve income and conversion targets.

Skills

Customer satisfaction commitment

Effective communication

Multitasking

Teamwork

Tools

Acturis

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)

Our client, a well-established commercial insurance provider based in Lutterwortht, is seeking an Insurance Account Executive to join their busy renewals team.

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 (phone number removed) for an informal chat.