Commercial Insurance Executive (Renewals)

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

Job summary

A leading insurance consultancy is looking for an Insurance Account Executive to support their renewals team in Lutterworth. The successful candidate will handle client calls, ensure accurate documentation, and achieve income targets. Applicants should possess 1-2 years of commercial insurance experience and demonstrate a commitment to customer satisfaction. Benefits include comprehensive training, pension scheme, and 25 days of annual leave. This is a permanent position requiring 35 hours a week in the office.

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 commercial insurance experience required.
• Experience in account management is a plus.
• Organized and detail-oriented to multitask effectively.

Responsibilities

• Conduct fact-finding calls to identify client needs.
• Prepare and communicate renewal documentation.
• Achieve income and conversion targets.
• Maintain data integrity within Acturis.
• Balance policy with customer benefit.

Skills

Commercial insurance experience

Telephone-based insurance renewals

Customer satisfaction commitment

Ability to handle complaints

Team player

Multitasking

Proficiency in Acturis

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 Lutterworth, 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.

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