Insurance Executive

Additional Resources; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected insurance broker is seeking an Insurance Executive to manage client relationships primarily during the renewal stage. Responsibilities include providing tailored advice, processing policies, and identifying cross-selling opportunities. Candidates should have at least 1 year of experience in personal lines insurance and competence in Microsoft Office. This full-time role offers a competitive salary and benefits including performance-related bonuses and flexible pension schemes.

Benefits

Competitive base salary

Performance-related bonuses

28 days’ annual leave

Subsidised private healthcare

Flexible pension scheme

Onsite parking

Qualifications

• Minimum 1 year of experience in personal lines insurance.
• Experience in a customer-facing role, including sales and negotiation.
• Knowledge of FCA regulatory requirements.

Responsibilities

• Manage inbound and outbound calls to clients.
• Provide bespoke insurance advice to clients.
• Process policies and documentation accurately.

Skills

Customer service

Sales negotiation

Insurance knowledge

Relationship building

Administrative skills

Education

Chartered Insurance Institute (CII) qualifications

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Overview

An Opportunity Has Arisen for an Insurance Executive to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.

As an Insurance Executive, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth.

This full-time role offers a starting salary of £30,000 and benefits.

You Will Be Responsible For

• Managing inbound and outbound calls to existing clients with professionalism.
• Providing bespoke advice that reflects each client’s individual circumstances.
• Processing policies, amendments and documentation accurately.
• Negotiating with both clients and insurers to achieve the best outcomes.
• Building and maintaining strong relationships with insurers, partners and introducers.
• Identifying cross-selling opportunities across a range of insurance products.
• Handling administrative and compliance-related duties in line with industry standards.

What We Are Looking For

• Previously worked as a Insurance executive, Insurance broker, Insurance Consultant, Insurance Sales executive, Insurance Advisor,Insurance Sales Advisor or in a similar role.
• Minimum 1 year or experience working in personal lines either within motor and/or home insurance.
• Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
• Have previous administrative experience.
• Knowledge of FCA regulatory requirements.
• Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
• Competence in Microsoft Office applications (Word, Excel, Outlook).

What’s On Offer

• Competitive base
• Performance-related bonuses.
• 28 days’ annual leave, increasing with service.
• Subsidised private healthcare.
• Loyalty and referral bonuses.
• Discounts on insurance products.
• Flexible pension scheme and eye care vouchers.
• Regular social events and team-building activities.
• Onsite parking and good local transport links.

This is an excellent opportunity to join a respected broker and build a rewarding career in client management.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.