Strategic Insurance Growth Executive

NACBA; Wokingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

Everywhen is seeking an Insurance Development Executive to build trusted client relationships and design tailored insurance and risk management solutions. You will meet with prospective clients to understand their business, risks, and insurance needs, review exposures, and present quotations.

This road-based role requires a full UK driving licence; you will liaise with insurers, pursue cross-sell opportunities, and stay compliant with FCA regulations.

Qualifications

• Meeting with prospective clients to understand their business, risks and insurance requirements.
• Conducting a full insurance and risk management review to identify exposures and protection needs.
• Gathering and presenting risk information to support broking and placement.

Responsibilities

• Meeting with prospective clients to understand their business, risks, and insurance requirements.
• Conducting a full insurance and risk management review to identify exposures and protection needs.
• Gathering and presenting risk information to support the broking and placement process.
• Liaising with insurers and underwriters to obtain competitive quotations and solutions.
• Presenting and selling insurance programmes and risk management solutions to secure new business.
• Identifying opportunities to expand existing client portfolios through cross-selling and additional covers.
• Generating new business opportunities in line with company objectives and individual targets.
• Managing client communications, meeting agendas, reports, and follow-up actions in a timely and professional manner.
• Maintaining up-to-date technical knowledge of insurance products, market conditions, and regulatory developments.
• Ensuring compliance with FCA regulations, company procedures, and customer service standards.
• Strong commercial motor fleet experience is highly desirable.

Job description

Everywhen is seeking an Insurance Development Executive to build trusted client relationships and design tailored insurance and risk management solutions. You will meet with prospective clients to understand their business, risks, and insurance needs, review exposures, and present quotations.

This road-based role requires a full UK driving licence; you will liaise with insurers, pursue cross-sell opportunities, and stay compliant with FCA regulations.