Desktop Account Executive (Leisure)

TN United Kingdom; Halifax; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated Desktop Account Executive in Halifax. This full-time role focuses on managing client relationships and developing new business opportunities in the leisure sector. You will be responsible for maintaining a book of business with premiums up to £3000, ensuring exceptional client service and compliance with industry standards. The company offers a competitive salary and a comprehensive benefits package, including flexible benefits, learning opportunities, and community engagement initiatives. If you have a background in commercial insurance and a passion for client management, this could be your next career move.

Benefits

Holiday allowance with options to buy additional days

Death in Service benefit (x4 salary)

Company pension scheme

Enhanced maternity and paternity leave

Flexible benefits package

Discounts via benefits portal

Referral schemes

Discounted PIB products

Employee welfare programs

Learning & development opportunities

Qualifications

• 3+ years in a similar role with proven business growth.
• Strong client service skills and understanding of insurance.

Responsibilities

• Manage client relationships and develop new business opportunities.
• Ensure high-quality client service and uphold customer care standards.

Skills

Client Management

Business Development

Commercial Insurance Knowledge

Stakeholder Management

FCA Compliance Understanding

Job description

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Client:

PIB Group

Location:

Job Category:

-

EU work permit required:

Yes

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Job Reference:

9a9e1d868540

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Desktop Account Executive (Leisure) Halifax PIB Insurance Brokers Full time Permanent

The Role.

As a Desktop Account Executive, you will manage clients with premiums up to and including £3000, maintaining relationships without necessarily meeting face-to-face. The role includes both relationship management and new business development, with a focus on growing your book of business.

Responsibilities:

1. Demonstrate self-motivation and diligence to meet and exceed growth targets.
2. Ensure quality, consistency, and accuracy in all tasks.
3. Provide high-level client service and uphold excellent customer care standards.
4. Develop and maintain professional relationships with clients, offering expert advice across all business areas.
5. Retain clients effectively through excellent service.
6. Maintain accuracy, efficiency, and professionalism when dealing with clients and insurers.

Experience:

1. At least 3 years in a similar role as Senior Handler or aspiring executive.
2. Proven growth of a book of business.
3. Background in commercial insurance.
4. Strong client and stakeholder management skills.
5. Knowledge of market and insurers, with good relationships.
6. Understanding of FCA compliance and regulatory processes.

Further information

We offer a competitive salary and benefits, including:

• Holiday allowance with options to buy additional days
• Death in Service benefit (x4 salary)
• Company pension scheme
• Enhanced maternity and paternity leave
• Flexible benefits package
• Discounts via benefits portal (technology, cinemas, restaurants, etc.)
• Referral schemes
• Discounted PIB products
• Employee welfare programs (financial management, counselling, health screening, etc.)
• Volunteer days to support community engagement
• Attraction discounts (family passes, beauty, eco-projects, etc.)
• Learning & development opportunities, including professional study and apprenticeships
• Support for charity fundraising via PIB Community Trust
• Environmental initiatives to reduce carbon footprint