Real Estate Client Executive

Lawes Insurance Recruitment; Greater Manchester; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance recruitment agency is seeking an experienced Real Estate Account Handler to join their dynamic team in Greater Manchester. The role involves managing a portfolio of large commercial clients, ensuring FCA compliance, and providing technical insurance advice. Candidates should have proven experience in the insurance industry, strong knowledge of commercial insurance products, and the ability to work both independently and collaboratively within a team. Competitive compensation offered.

Qualifications

• Proven experience as a Real Estate or Commercial Account Handler in the insurance sector.
• Strong knowledge of relevant commercial insurance products.
• Experience in a broker environment.

Responsibilities

• Manage and retain portfolio of commercial clients.
• Support new-business opportunities with executives.
• Ensure FCA compliance in broking activities.
• Provide technical advice in Property and Real Estate insurance.
• Handle renewals and new quotes effectively.

Skills

Attention to detail

Organisational ability

Knowledge of FCA regulations

Team collaboration

Proficiency in insurance software

Tools

Microsoft Office suite

Job description

Lawes is currently recruiting for an experienced Real Estate Account Handler to join a dynamic and growing team servicing large commercial clients.

RESPONSIBILITIES

• Manage and retain a portfolio of existing commercial clients
• Support new-business opportunities in collaboration with executives
• Ensure compliance with FCA regulations in all broking activities
• Provide technical insurance advice across all Property and Real Estate business
• Assist with the placement of premiums up to £800K

DAY-TO-DAY

• Handle renewals, mid-term-adjustments and new quotes
• Prepare and present market submissions
• Maintain accurate client records and documentation
• Build strong client relationships through professional service delivery
• Monitor market trends and competitor activity
• Support the team in achieving KPIs and service-level standards

EXPERIENCE

• Proven experience as a Real Estate or Commercial Account Handler within the insurance industry
• Strong knowledge of relevant commercial insurance products
• Experience working in a broker environment

SKILLS

• Strong attention to detail and organisational ability
• Sound knowledge of FCA regulatory requirements
• Ability to work collaboratively within a team and independently
• Proficient in relevant insurance software and Microsoft Office suite

If you have the relevant experience or know someone that does please contact me now on 07393 536 954 or email us at [e-mail]