Insurance Account Executive

Tate; Limpsfield; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Car allowance

Pension

Support for professional qualif. (CII)

Training and development pathway

Holiday entitlement: 23–28 days + bank

Job summary

Tate is seeking an Insurance Account Executive to manage an existing client portfolio from the Oxted office, with a hybrid mix of office, client visits and home working. The role includes developing new business opportunities and coordinating with underwriters to secure favourable terms.

Ideal candidates have general insurance experience, exposure to commercial or high-net-worth lines, and strong communication and organisational skills.

Qualifications

• Background in general insurance and broker experience is preferred.
• Exposure to commercial and/or high-net-worth personal lines is beneficial.
• Strong communication and organisational skills are essential.
• Ambitious with sales-focused mindset to grow account management.

Responsibilities

• Manage and develop an existing client portfolio.
• Convert new business opportunities.
• Handle renewals, mid-term adjustments and policy reviews.
• Work closely with underwriters to secure competitive terms.
• Identify cross-selling and upselling opportunities.

Skills

General insurance

Broker experience

Commercial exposure

High-net-worth

Communication skills

Job description

Overview

Insurance Account Executive | Oxted, Surrey | Full-time | Hybrid & Field-Based

Package

• Salary: £40,000 - £50,000 basic + bonus
• Car allowance
• Pension
• Support for professional qualifications (CII)
• 23-28 days holiday plus bank holidays and birthday off
• Clear training and development pathway

Responsibilities

• Manage and develop an existing client portfolio
• Convert new business opportunities
• Handle renewals, mid-term adjustments, and policy reviews
• Work closely with underwriters to secure competitive terms
• Identify cross-selling and upselling opportunities

Working Style

• Full-time role based from the Oxted office
• Flexible diary management
• A mix of office, client visits, and home working
• Expected to be in and out of the office a few days each week, depending on client commitments

About You

• Background in general insurance (broker experience welcome)
• Exposure to commercial and/or high-net-worth personal lines
• Ambitious and keen to develop into a sales-focused account management role
• Strong communication and organisation skills

Tate is acting as an Employment Business in relation to this vacancy.

Equal Opportunities

Tate is committed to promoting equal opportunities. If you require adjustments during the application or interview process, please let us know. Your comfort and accessibility are our priority, and we invite you to share your preferred pronouns in your application.