Insurance Account Executive - Retail New Business

Albion Blake; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing retail insurance firm in Colchester is seeking an Account Executive to join their new business team. The role involves managing client relationships, securing new business, and ensuring compliance with FCA regulations. The ideal candidate will have strong interpersonal skills and previous experience in the insurance sector. This position offers ongoing training and a competitive salary package.

Benefits

Competitive salary package

Ongoing training and development

Career progression opportunities

Qualifications

• Minimum of 8 GCSEs grade C or above (including Maths and English).
• Previous insurance experience preferred.
• Strong knowledge of FCA regulations and compliance.

Responsibilities

• Prospect and secure new clients using marketing tools and networking.
• Maintain contact with prospects to maximize conversion opportunities.
• Attend trade shows and local events to expand market reach.
• Conduct meetings with clients to gather information for tenders.
• Manage new business through to handover, ensuring compliance.
• Build strong relationships with clients to aid retention.

Skills

Interpersonal skills

Communication skills

Time management

Organizational skills

Resilience

Education

8 GCSEs grade C or above

Cert CII (or working towards)

Job description

The Opportunity

An exciting opportunity has arisen for an Account Executive to join a growing retail new business team in Colchester. This role offers the chance to work directly with clients, both in-office and face-to-face, providing first-class customer care while developing new business opportunities.

The successful candidate will play a key role in servicing new and prospective customers, building long-term relationships, and promoting tailored insurance solutions in line with FCA regulations.

Key Responsibilities

• Prospect and secure new clients using in-house marketing tools, networking, and referrals.
• Maintain regular contact with prospects to maximise future conversion opportunities.
• Attend trade shows and networking events locally and in London to expand market reach.
• Conduct meetings with prospective clients to gather all necessary information for successful tenders.
• Ensure all documentation and meetings comply with FCA regulations.
• Manage new business through to handover, including documentation, policy amendments, survey requirements, and insurer communication.
• Support colleagues across the business to achieve departmental targets and deliver excellent service.
• Build strong relationships with clients to aid retention and encourage referrals.
• Provide prompt responses to enquiries, ensuring all client needs are met within agreed timescales.
• Keep abreast of industry trends, insurance developments, and compliance requirements.

What We're Looking For

• Minimum of 8 GCSEs grade C or above (including Maths and English).
• Cert CII (or working towards) desirable.
• Previous insurance experience preferred.
• Strong knowledge of FCA regulations and compliance.
• Excellent interpersonal, communication, and relationship-building skills.
• Organised and effective with time management and prioritisation.
• Resilient, self-motivated, and driven to exceed targets.
• Able to work independently and as part of a collaborative team.

What s on Offer

• Competitive salary package
• Ongoing training and development, including professional qualifications
• Career progression opportunities within a supportive team
• Exposure to diverse client portfolios and exciting business opportunities