Postition - Account Executive
Location - South Birmingham
Salary - up to £65,000

Overview

As an Account Executive in the broking team, you will play a crucial role in driving business growth by developing and nurturing relationships with new and existing clients. You will provide tailored insurance solutions, manage accounts post-sale, and ensure clients' evolving needs are met. Your ability to exceed targets and deliver exceptional service will directly contribute to our clients success.

Responsibilities

• New Business Development: Achieve targets by identifying and nurturing new business opportunities. Develop existing clients to meet business objectives and record results in CRM.
• Performance Monitoring & Reporting: Monitor and report on performance, taking corrective action with management when necessary.
• Customer Relationship Management: Build and maintain client relationships, ensuring high levels of satisfaction. Regularly visit clients and ensure compliance with FCA requirements.
• Company Representation & Image: Promote a positive company image at conferences and networking events.
• Administrative Duties: Maintain accurate and compliant records, ensuring adherence to company procedures and industry regulations.

Qualifications

Essential:

• Proven experience in an Account Executive role within the insurance industry.
• Strong communication, negotiation, and client management skills.
• Ability to identify new business opportunities and drive growth.
• Knowledge of FCA regulations and compliance requirements.
• Strong organisational skills with attention to detail and the ability to prioritise.
• Proficiency in CRM and insurance platforms.
• Problem-solving mindset and ability to implement solutions.

Desirable:

• Cert CII qualification or a willingness to work towards it.
• Experience with Acturis or similar policy management systems.
• Established network in the industry and business development experience.
• Knowledge of emerging trends within the insurance sector.

Day-to-day

You will collaborate with internal teams, identify new opportunities, and ensure compliance with regulatory standards. You will also represent the company at conferences and networking events, and maintain accurate and compliant records.

Benefits

• Career Growth: Ample opportunities to advance within a leading insurance firm.
• Flexibility: Work arrangements designed to support your work-life balance, allowing you to excel in all areas.
• Supportive Culture: A collaborative environment where teamwork and professional development are highly valued.

If you are a proactive, results-driven individual with a commitment to continuous professional development, we invite you to join our inclusive and forward-thinking culture where everyone is empowered to thrive. We offer a range of benefits designed to support your wellbeing, work-life balance, and future, and we are committed to fostering an environment where everyone feels a genuine sense of belonging.