INSURANCE ACCOUNT EXECUTIVE

Talent Sure Recruitment Limited; Lower Blandford St Mary; Hybrid; GBP 23,000 - 28,000; Full time

Job summary

A leading insurance brokerage is seeking an Insurance Account Executive to manage client renewals and drive business growth in a hybrid role. The ideal candidate will have B2C insurance experience and a strong knowledge of insurance products, ensuring exceptional client service. This role offers competitive salary and comprehensive benefits including health plans and holiday options.

Benefits

Defined contribution pension scheme

Life Insurance (4x salary)

Health cash plan or Private Medical Insurance

Discounted gym membership

Employee Stock Purchase Plan

Qualifications

• Experience in a client-focused insurance role.
• Knowledge of insurance products and classes essential.
• Commitment to ongoing professional development.

Responsibilities

• Manage client renewals and retention.
• Grow and maintain a book of business.
• Negotiate renewal terms with customers.

Skills

Insurance B2C experience

General insurance product knowledge

Chartered Insurance Institute Qualifications

Strong client market knowledge

Exceptional communication skills

Attention to detail

Education

A-Level or equivalent

Job description

Insurance Account Executive

Location: Hybrid / Bournemouth, Dorset
Hours: Monday to Friday 9am - 5pm
Salary: Up to £28,000 per annum

Opportunity

Join a Market Specialist. We are partnering with a leading specialist insurance brokerage with a long‑standing reputation for expertise in complex and niche property insurance. They operate a highly supportive, technology‑driven environment where you will be empowered by advanced tools and a flexible approach, allowing you to meet the needs of their dedicated client base efficiently.

Role

Client Service and Renewal Retention. This is a dynamic role for a driven and business‑focused individual. You will be responsible for servicing a complex book of accounts in an efficient manner. A core function is to support your peers to meet client demands and achieve strong renewal retention and growth rates, always keeping the client’s needs at the heart of your actions.

Key Responsibilities

• Renewal Management – Control the client renewal process and accurately gather information from Clients and Prospects using superb communication skills.
• Business Growth – Maintain and grow your book of business by chasing and securing warm new business leads.
• Market Negotiation – Discuss renewal terms with customers, seek competitive alternatives, and liaise with brokers to gain access to the most competitive terms that meet your clients’ objectives.
• Operational Improvement – Look at processes with a critical eye and suggest improvements to enhance team efficiency.
• Problem Solving – Assess account queries and credit control matters, resolve them efficiently, and raise any concerns with the right team.
• Opportunity Identification – Identify and act upon new‑business opportunities, using sound judgement to recommend them if appropriate.

Skills & Experience Required

• Experience – Previous Insurance B2C experience is ideal.
• Knowledge – Educated to A‑Level standard or equivalent with strong working knowledge of general insurance products and classes.
• Qualifications – Holding or actively working towards one of the Chartered Insurance Institute Qualifications (Dip CII/Cert CII) is preferred (study support available).
• Market Insight – Strong knowledge of the client market and insurance network, with exposure to the London Market, Lloyd’s, and the wider industry being highly beneficial.
• Client Focus – Commitment to making the customer your top prioritising.
• New Business – Proven ability to generate and drive new business using exceptional communication and interpersonal skills.
• Attention to Detail – Due diligence in administration and processes, with outstanding accuracy and attention to detail.
• Development – Commitment to continually building industry knowledge.

Rewards & Benefits

• Financial Security – Defined contribution pension scheme (with employer contribution), Life Insurance (4x salary), and Income Protection (covering up to 50% of income).
• Leave – Minimum of 25 days annual holiday, plus bank holidays, with the option to buy extra days.
• Health – Health cash plan or Private Medical Insurance.
• Lifestyle Perks – Critical illness cover, discounted gym membership, Season Ticket Loan, Emergency back‑up family care, and a discounted voucher portal.
• Share & Charity Schemes – Employee Stock Purchase Plan, Share Incentive Plan, and three fully paid volunteering days per year.

The client maintains a strong commitment to Inclusion and Diversity, ensuring the recruitment process is accessible and inclusive for all applicants, including those with disabilities.