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Navigating the Insurance Talent Shortage and Finding the Right Fit in Loss Adjusting
The insurance talent shortage has deeply impacted the claims and loss adjusting sectors. 72% of UK insurers are grappling with the shortage, a situation that is limiting their capacity for growth and effective claims management. This talent gap is particularly pronounced in the field of loss adjusting, where specialised skills are required.
As firms struggle to meet growing demands and manage claims efficiently, professionals in loss adjusting are finding themselves at the heart of an urgent need for skilled talent. However, while the shortage opens the door to numerous opportunities, it is crucial not to rush into just any position. The key is finding the right fit so you can make strategic career moves that align with your long-term goals.
Understanding the Insurance Talent Shortage
The insurance talent shortage is a pressing issue, particularly in claims and loss adjusting. A shortage of skilled professionals in these roles means an overload of work for existing adjusters, impacting their ability to manage claims effectively and maintain high service levels.
As insurance firms seek to fill these gaps, the demand for experienced professionals continues to rise. However, this has also led to an environment where candidates are in high demand, creating a market where it’s easy to be swept up by the first opportunity that comes along.
But is this always the best approach?
Despite the lure of numerous available roles, the shortage underscores the importance of finding a job that offers more than just an attractive salary or quick placement. It’s essential to consider how well a new position aligns with your career ambitions, work-life balance, and long-term growth.
Key Challenges Facing Claims and Loss Professionals
As a loss adjuster, you are responsible for investigating and assessing claims, often in complex and high-stakes situations. Whether you are handling property claims involving fire or subsidence or working on more specialised cases such as liability or marine claims, the workload can be intense. This is particularly true in a time of insurance talent shortages when teams are often stretched thin.
Some of the most common challenges facing claims and loss professionals include:
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High Workloads
Increasing case volumes, targets for site visits and pressure to close claims can put professionals under immense strain.
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Limited Progression
For junior professionals, particularly those in desk-based roles, progression can feel slow. Many are looking to transition into field-based roles but may find their development stymied by a lack of experience or support.
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Burnout
The stress of managing heavy caseloads can lead to burnout. This is a significant issue for both junior and senior adjusters who are unable to balance work and personal life.
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Lack of Training and Development
There is often insufficient training or mentorship available, which is especially concerning for those looking to step up into more complex claims or transition between roles.
Evaluating Your Current Role
Given the current market conditions, it is tempting for loss adjusters to take any opportunity that promises a higher salary or better perks. However, a hasty decision could lead to dissatisfaction in the long run.
Deloitte found that claims roles have an attrition rate of around 20%, which means it’s crucial to understand what’s driving your job search before you start, or you risk jumping from one role to another without addressing the underlying factors that might lead to burnout or dissatisfaction.
Here are some common red flags to watch out for when evaluating claims adjuster jobs:
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Unsustainable Workloads
If your current role comes with unrealistic expectations, this could be a sign that the job is not sustainable in the long term. You should have a clear understanding of workload distribution and the necessary support and resources to help you manage your caseload.
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Limited Career Progression
If there’s little to no room for advancement or mentorship, the job may become stagnant quickly. Look for a clear progression path, whether it’s in terms of increased responsibility, exposure to new types of claims, or transitioning from a desk-based role to a field-based position.
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Poor Culture
If the culture promotes overwork and doesn’t prioritise well-being, it’s worth considering whether this is a place where you’ll thrive long term. Look for companies that value work-life balance and actively support mental health and employee wellness.
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Unclear Roles and Responsibilities
If your role is not clearly defined, it can lead to confusion, frustration, and a lack of direction in your career. Make sure you have a well-structured role with clear expectations.
How to Find the Right Fit for Your Next Role
Given the insurance talent shortage, many firms are offering claims loss adjuster jobs. However, it is important to approach these opportunities with careful consideration of your personal goals and professional aspirations. Evaluate whether a role is the right fit for you by:
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Doing Your Research
Investigate the company culture, values, and reputation in the market. What is the firm’s track record with employees? Do they prioritise employee development and mentorship?
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Assess Career Development Opportunities
Look for companies that offer training, career progression, and support for moving into more senior roles or specialised areas of loss adjusting. If you’re looking to transition from a desk-based role to field-based adjusting, make sure the company provides the necessary training and support to help you make that leap.
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Consider Work-Life Balance
A good fit isn’t just about the work itself. Consider whether the role will allow you to maintain a healthy work-life balance, especially if your current role has been draining or too high-pressure.
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Ask About Support Systems
Evaluate whether the company has systems in place to help you succeed, such as mentorship programs, access to continuing education, and clear pathways for advancement.
Why Career Progression and Mentorship Matter
In an industry marked by talent shortages, it’s easy to be swept up in offers that seem too good to pass up. However, the right company will offer opportunities for growth, career development, and ongoing support. For junior loss adjusters looking to transition to field-based roles, mentorship and structured career progression are crucial.
Look for companies that prioritise long-term career development and offer robust mentorship programs. Senior professionals can also benefit from employers who are committed to helping them stay engaged, with opportunities to manage complex claims and lead teams.
Stride Helps You Make Informed Career Moves
At Stride, we understand the challenges of navigating the insurance talent shortage and can help you make informed, strategic decisions about your next move.
We work with leading firms that offer the support, career progression, and stability you need to thrive in your career. Our goal is to match professionals with roles that offer the right fit, so you can avoid the pitfalls of an ill-fitting job and make a move that aligns with your long-term aspirations.
Get in touch with us today to explore your options and find the right opportunity that aligns with your career goals.
How to Tackle Workload Pressures for Claims Loss Adjusters
As a loss adjuster, you’re no stranger to the demanding nature of your job. The role can be incredibly rewarding, but it also comes with substantial pressures. Whether you’re working in property claims, motor insurance, or liability assessments, the sheer volume of work, combined with tight deadlines and increasing caseload complexity, can take a toll. It’s important to find effective strategies for managing workload pressures without sacrificing your well-being.
Growing Pressures on Claims Loss Adjusters
In recent years, loss adjusters have faced heightened pressures in the industry. One recent study found that 82% of UK insurance professionals reported increased stress and anxiety due to heavy workloads and the complexity of claims.
Companies are experiencing higher volumes of claims and are pushing for faster turnaround times and more site visits per day. It’s no wonder that the workload can feel unsustainable at times. For many loss adjusters, especially those out in the field or early in their career, the challenge of managing a growing caseload while maintaining high standards of accuracy and professionalism can lead to burnout or a desire to leave the industry altogether.
While these pressures are undeniably challenging, it's important to remember that you're not alone in navigating them. Here are some strategies to help you manage your workload, reduce stress and prevent burnout, so you can continue excelling in your career while maintaining a healthy work-life balance.
Addressing the Emotional Toll of the Job
The emotional toll of being a claims loss adjuster cannot be underestimated. The combination of managing high volumes of complex claims, deadlines, and the stress of dealing with clients who may be going through difficult personal situations can lead to burnout if not properly managed.
In fact, more than half of frontline insurance staff report feeling mentally and physically exhausted, with 51% admitting to experiencing burnout. So, it is important to take proactive steps to safeguard your mental health. Here are some strategies to help you manage:
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Access Support
If you're feeling overwhelmed, it's crucial to seek support. You can do this through any available mental health programs your company offers, talking to your GP or seeking professional counselling.
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Develop Resilience
Resilience is an important skill. Finding ways to stay mentally strong, such as practicing mindfulness, engaging in regular physical activity, or seeking peer support, can help you cope with stress.
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Create a Network
Build a network of colleagues and mentors who can offer support and advice when you’re feeling overwhelmed. These relationships can help you feel more connected.
Asking for help when you're feeling overwhelmed is not a sign of weakness. You're not alone in experiencing the pressures that come with the role of a loss adjuster. 77% of insurance professionals sought mental health support in the past year, with younger employees being more likely to reach out for help.
Practical Tips for Managing Workload
Managing a demanding workload requires a combination of time management and setting realistic boundaries. Below are some practical tips to help loss adjusters navigate their daily challenges:
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Prioritise Your Work
Not all aspects of the job are equal, and it's important to identify which require immediate attention and which can wait. By assessing the complexity, value, and urgency of each case, you can create a priority list that helps you stay organised and focused.
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Use Technology to Streamline Processes
Technology has become an essential tool in efficient claims management. Remote assessments, drones, and automated reporting tools are increasingly used by loss adjusters to improve efficiency. Tech can reduce the time spent on site visits and improve the speed of your claims assessments. Consider using digital tools that allow you to quickly gather necessary information to speed up claim resolutions.
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Manage Your Time Effectively
Effective time management is key to balancing a busy workload. Block out specific time slots for each task and avoid multitasking. Having a structured day can help you stay on track and ensure you’re not overwhelmed. For example, schedule time for administrative tasks, client meetings, and follow-up calls.
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Set Boundaries
One of the most challenging aspects of being a loss adjuster is the pressure to handle more cases. Set clear boundaries with clients and managers about your workload capacity. Don’t be afraid to push back on unreasonable requests for additional tasks and be proactive in communicating when you need assistance or support.
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Take Advantage of Organisational Support
Many insurance firms offer resources for managing workload and supporting mental health. If your company provides access to mentoring, stress management workshops, or flexible work arrangements, make sure to take advantage. Asking for guidance from senior colleagues or mentors can provide valuable insights on managing heavy caseloads.
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Use Your Holiday Time
Taking regular breaks and using your holiday time wisely is crucial. Loss adjusters are often caught up in the cycle of constant work and can feel guilty for taking time off. However, taking time to recharge is essential for long-term performance and mental health.
The pressures faced by loss adjusters are real and significant, but with the right strategies and support, it’s possible to manage your workload effectively while maintaining your well-being. Whether it’s using technology, setting boundaries, or accessing organisational support, there are practical steps you can take to reduce stress and prevent burnout.
Stride: Your Recruitment Partner
As specialists in insurance recruitment, Stride is committed to helping insurance professionals secure roles with companies that provide the support and resources necessary for success, not just the right job title.
If you’re a loss adjuster looking for a role that offers better support, work-life balance, and long-term career sustainability, Stride is here to help. Reach out to us today to explore opportunities that align with your skills and career goals. Together, we can navigate the demands of this rewarding profession and help you achieve a fulfilling career.
Exploring the 2026 Insurance Broker Job Market. Key Trends, Challenges, and Opportunities
2026 promises to be a year of cautious optimism for the UK’s insurance industry. The sector is being shaped by pressure to integrate innovative new technologies in such a way that balances current needs with future potential. Understanding these trends and adapting to them will be crucial for anyone considering a career move in insurance. Whether you’re actively seeking new insurance broker jobs or planning your long-term career strategy, these insights will help you make informed decisions.
The UK Insurance Market Outlook for 2026
The insurance market in 2026 remains optimistic, despite certain areas facing profitability challenges. While growth in premiums may slow, particularly in property and casualty segments, there are opportunities elsewhere.
Global trade conflicts and economic instability mean that brokers are increasingly navigating a volatile landscape. On top of this, cyber threats are growing in complexity and frequency, requiring insurers to stay ahead of emerging risks and understand how these factors will impact the needs of their clients.
UK-specific pressures will also impact the market. The government’s efforts to streamline regulatory approvals are part of a broader strategy to foster a more responsive regulatory environment, which could create new opportunities for innovation. At the same time, a growing tax burden for businesses, will require insurance firms to adapt, leading to more focused budgeting strategies.
For professionals, the market outlook signals firms will continue to seek professionals who are adaptable and proactive, and who can bring in fresh perspectives and innovative solutions.
In-Demand Skills for Insurance Brokers
Here are the key in-demand skills for insurance broker jobs in 2026:
- Digital Integration and Transformation
Familiarity with digital tools and platforms used in the insurance process. Ability to integrate AI-driven solutions and automation into daily workflows. - AI and Automation
Basic understanding of how AI can be applied in risk assessment, customer service, and policy management. Knowledge of automation tools to streamline operations and improve efficiency. - Data Management and Analytics
Ability to manage large datasets and extract meaningful insights to inform decision-making. Proficiency in using data to enhance risk assessment, pricing, and claims management. - Cybersecurity and Risk Management
Understanding of the growing risks associated with cybersecurity and the tools available to mitigate these risks. Expertise in risk management policies to advise clients on mitigating digital threats. - Client Relationship Management (CRM)
Proficiency in using CRM systems to track client interactions, manage leads, and ensure excellent service delivery. Strong relationship-building skills to retain clients and foster long-term partnerships. - Regulatory Knowledge
Awareness of shifting guidelines and their industry impact. Ability to advise clients on regulatory compliance and changes in laws affecting insurance products.
Evaluating Potential Employers
The insurance sector faces a talent shortage, and employers are increasingly concerned about attracting and retaining talent. 77% of UK insurance brokers need to attract talent to innovate, and 76% want to bring in new skills. Which means that organisations are increasingly building attractive compensation packages to tempt candidates.
However, while salary packages have always been important considerations for career decisions, the modern insurance broker jobs market is placing increasing emphasis on workplace culture, leadership, and opportunities for professional growth.
For those looking to secure a new role, it's important to evaluate potential employers on these three key areas:
Culture Fit
A positive and inclusive workplace culture makes a significant difference in job satisfaction. Look for companies that prioritise diversity, inclusivity, and well-being.
- Do Your Research: You can find employee reviews online that provide insights into company culture, work-life balance, or opportunities for advancement.
- Ask About Core Values: During the interview, ask the interviewer to describe the company’s core values and how these are reflected in the day-to-day work environment.
- Ask About Diversity and Inclusion Practices: Look online for any company initiatives or ask specific questions such as, “Can you share examples of how the company supports its employees' well-being both inside and outside of work?”
- Observe the Workplace Environment: At an in-person interview, pay attention to the atmosphere. Are employees engaged and interacting positively with each other? For a remote position, inquire about virtual team-building activities and how the company builds community remotely.
Leadership
Strong leadership is a key indicator of a firm’s ability to navigate challenges. Ensure that the company has a leadership team that values transparency, innovation, and professional development.
- Ask About Leadership Style: Ask the hiring manager or prospective colleagues about the leadership style within the company. For example, “How would you describe the leadership style of the team or department? How does the leadership team support employees?”
- Inquire About Transparency: A great way to understand a company's leadership approach is by asking about communication, feedback and decision making. Questions like, “How does leadership communicate company goals with employees?” or “How transparent are they in decision-making processes?”
- Assess Their Track Record: Look at the leadership team’s background. What is their history within the industry? Have they led successful teams or navigated challenging conditions? This will give you a sense of their ability to guide the company through future obstacles.
- Observe Their Approach to Development: Ask how leadership supports ongoing employee growth. For example, “What is the company’s approach to professional development and supporting career growth? How does the leadership team prioritise this?”
Development Opportunities
A lack of career progression can lead to dissatisfaction. Evaluate whether potential employers offer training programs, mentorship opportunities, and clear paths for advancement.
- Inquire About Career Progression: Ask about the potential for growth within the role. Questions like, “what opportunities for advancement are available to employees in this department?” can provide a clear understanding of whether the company offers upward mobility.
- Ask About Training and Development Programs: Companies that prioritise development often offer structured programs or budgets for continuing education. Ask, “What resources does the company offer to support professional development?” or “Are there opportunities for mentorship within the company?”
- Gauge the Company's Commitment to Growth: Ask about how the company measures and supports employees' growth. For example, “How does the company track and support employee growth? Are there regular performance reviews or feedback loops?”
- Look for Flexibility and Investment in Growth: Ask about how flexible the company is when it comes to personal growth. “How does the company support employees in seeking additional certifications or attending conferences relevant to their role?”
Practical Tips for Staying Competitive in the Insurance Broker Jobs Market
Staying competitive in the insurance broker jobs market requires professionals to be adaptable and to be proactive in advocating for themselves during the recruitment process.
How to Advocate for Yourself in Salary and Job Opportunities
Here's how you can ensure you’re getting the best offer:
- Invest in Skills Development
Digital literacy and knowledge of new technologies like AI, data analytics, and cybersecurity are crucial. Continuing education in these areas will help you stay ahead of the curve. - Build Your Network
Maintaining a strong professional network by attending industry events, joining professional groups, and staying connected with colleagues and mentors. - Stay Informed
Having a solid understanding of industry news, trends, and regulatory changes will make you a more attractive candidate and help you contribute more effectively to your employer. - Benchmark Your Compensation
Research insurance broker salaries, considering your experience, location, and the specific role you're seeking. Understanding your worth will empower you to negotiate effectively. - Emphasise Your Value
Highlight how your skills, especially those in high demand, such as data management, AI, and cybersecurity, make you an asset. Demonstrating how you can solve current challenges will give you an edge. - Use a Recruiter
Partnering with a recruiter who understands the nuances of the insurance broker jobs market, like Stride, can be invaluable. A recruiter can help advocate for you, negotiate offers, and ensure that your interests are represented throughout the hiring process.
The insurance broker job market in 2026 offers a mix of challenges and opportunities. By staying ahead of the trends, you can position yourself for success. And don’t forget, the right recruiter is an invaluable partner in your career journey, helping you navigate the recruitment process.
Ready to take the next step in your insurance broker career? Get in touch with Stride today to discuss your goals and explore available opportunities.
Oscar Warriner
Oscar joins us off the back of 2 years’ experience in a 360 role placing chartered surveyors and construction professionals in the UK Public sector market. Prior to that he was awarded a Bsc Honors in Sports Therapy after 4 years at University College Birmingham.
Oscar will be working in a hybrid Consultant / Business Development role to solidify existing client relationships as well as building new ones. Taking a hands on approach where needed to fulfil national client needs.
His main interests consist of anything sport! In the summer you’ll find him watching any cricket available and in the winter you’ll find him either on the rugby pitch or watching rugby. He is an avid West Ham and England Rugby fan with yearly trips to Twickenham with his Grandad a highlight of his calendar.
Likes- Rugby, Beer and Good food (anything spicy).
Dislikes- Tottenham, Mushrooms and Candidates/ Clients Ghosting.
Career-Builder or Career-Blocker? How to Spot a Firm That Supports Account Handler Career Progression
For many Account Handlers, day-to-day work is rewarding but the long-term picture can feel murky. Are you building toward something greater, or simply staying busy? It’s a question many Account Handlers face as they weigh immediate satisfaction against long-term progression. As your role in the insurance industry evolves, the need for clear, structured Account Handler career progression should be your top priority. And with 79% of firms forecasting revenue growth but only just over half increasing headcount the industry is leaning heavily on its existing talent. Meaning your development and career progression should be top priority for your employer as well.
What Supportive Workplaces Get Right
Not all progression is linear, but it should be visible. A growth-minded workplace genuinely invests in Account Handler career progression. Not every firm gets it right, but the best offer you a blend of challenge, clarity, and investment in your future. Firms doing these well often see stronger retention, better client outcomes, and a more engaged internal culture.
Here’s what to look for if you’re serious about building a long-term career
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Structured CPD and learning
Whether it’s funding for Chartered Insurance Institute(CII) qualifications or internal technical training, firms that prioritise development invest their money and time in your learning.
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Defined progression routes
Clear expectations for promotion and transparent criteria help you understand how to advance in your Account Handler role.
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Exposure to complex work
Opportunities to work on technical renewals, niche sectors, or broker negotiation will help build your confidence and capability.
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Access to leadership or mentorship
Whether formal or informal, the ability to learn from more senior colleagues accelerates both skill and confidence.
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Open communication about goals
Managers who actively discuss your aspirations and help align them to the firm's needs are crucial.
How to Spot a Career-Limiting Environment
On the flip side, it’s important to recognise the signs that your current environment might be holding you back. Only 58.64% of insurance professionals currently say they’re satisfied in their roles, signally that stagnation is more common than many acknowledge. Many professionals are either disengaged or unclear on where they’re headed. Don’t wait until you’re burned out to ask the tough questions. Are you experiencing:
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Minimal client exposure?
Your role remains confined to internal tasks with little client interaction, limiting your ability to grow your confidence and commercial value.
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Limited variety in workload?
Repeating the same administrative tasks day in, day out, without chances to broaden your expertise.
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No clear next steps?
You are performing well but career conversations feel vague, and you receive little guidance on future roles or responsibilities.
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High turnover among senior team members?
Frequent departures from senior roles and the promotion of inexperienced replacements can signal deeper cultural issues.
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Feedback without follow-through?
It’s great to hear you’re doing well, but if you are being offered recognition without advancement it might be time to reassess.
Initiating a Productive Development Conversation
Not sure how to raise the issue of progression in your Account Handler role with your current manager? Start with a scheduled conversation that sets clear intentions. For example, ask to book time for a "development review" that is more forward-looking than a standard appraisal.
In the conversation, frame your questions to show initiative and curiosity:
- "I’ve been thinking about where I want to be in the next 12 months. Could we talk about what progression might look like for my role?"
- "I’d love the opportunity to work on more complex renewals or shadow a senior team member. Do you think that’s something we could explore?"
- "What are the benchmarks for stepping into a Senior Account Handler or Technical Broking role? I'd really value some clarity."
These kinds of questions help open meaningful dialogue and demonstrate your commitment to professional growth; while also testing how ready your organisation is to support it.
The Role of Mentorship in Career Progression
A mentor can have a bigger role on career progression in your Account Handler role than you might think. Whether your firm offers a formal programme or not, seek out someone you respect and ask for 30 minutes over coffee. Most senior professionals are happy to share what they’ve learned.
Having a mentor can help fast-track your understanding of complex processes, insurer nuances, and stakeholder management and having someone in your corner gives you permission to ask questions, take risks, and stretch your skills.Mentors can also help you think long-term to identify your strengths, shape any future career moves, and navigate internal dynamics.
Knowing When to Move On
Some firms simply aren’t set up to support growth. If you’ve tried to initiate change and hit a wall, it’s okay to look elsewhere.In today’s market, Account Handlers are in demand; especially those with platform fluency, compliance understanding, and commercial insight. You don’t have to settle for a role that underutilises you.
Key signals include:
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Repeated promises without action
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Lack of investment in learning tools or systems
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Feeling stagnant despite solid performance
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Cultural misalignment or disconnect with leadership
How Stride Helps You Find the Right Fit
At Stride, we help Account Handlers move from stuck to supported. We work with brokerages who understand that strong internal teams are the foundation of long-term success.
Beyond the Book: Why Account Executives are Prioritising Career Progression, Cultural Fit and Leadership Pathways in 2025
Across the UK insurance market, experienced Account Executives are rethinking what progress in their careers really means. Progression is no longer just about growing a book or chasing bigger bonus. Many mid-to-senior professionals are asking different questions of their careers: Where can I have more strategic input? How well does the leadership align with my values? What does long-term growth actually look like here?Career progression for account executives is about autonomy, cultural fit and pathways to leadership. In short, it’s about value. And those who are ahead of the curve know it. The most compelling career decisions today are driven by desire for more meaningful growth.
Moving Away FromThe Traditional View of Progression
Historically, Account Executive career paths were benchmarked by book size, revenue growth and immediate compensation. Those levers still matter, but they’re no longer the whole picture. Many AEs with 10+ years of experience are telling us they’ve "hit their number" and are now looking for something more meaningful.
"I wasn’t leaving for more commission,” shared a Commercial AE with 12+ years’ experience at a national broker. “I left because I couldn’t see a future in the structure I was in. There was no clear route to leadership.”
As career goals change, Account Executive career progression is being redefined by influence, fit, and future potential.This often stems from a growing sense that high performance isn’t always matched by growth opportunities. AEs are beginning to question whether the effort and results they bring are recognised beyond monetary gain. They want to see how their role contributes to the bigger picture, and how they can shape that picture going forward.
Cultural Fit and Strategic Influence
The day-to-day culture of a brokerage can be a key differentiator. How leadership communicates, how teams operate, and whether your voice carries any real weight can all influence how successfully you perform.
Positive team cultures are not surface level. They are embedded much more deeply in an organisation. Great cultures offer clarity of purpose, are opento listen to differing viewpoints and willing to enact change, with leadership that listens.
Strategic influence is particularly important for senior AEs who bring years of insight but feel stifled by top-down structures. In forward-thinking firms, Account Executives are positioned as partners to growth, not just salespeople.
Our own experience confirms that cultural alignment and strategic input are fast becoming key markers of satisfaction and success for professionals. These aren’t soft considerations. They’re central to retention, performance and longevity.
"I wanted to be in a business where my ideas weren’t just heard but actually implemented," said another AE who moved from a national to a growing independent.
Autonomy and Flexibility as Non-Negotiables
The rigidity of target-heavy environments is starting to wear thin. For seasoned professionals who’ve already proven themselves, autonomy is not a perk, it’s expected. That includes how they manage their time, portfolio, and even working location.
"After 15 years in the game, I know how to hit targets. What I needed was space to do it my way," shared one London-based AE.
Organisation’s offering true flexibility understand that it encompasses trust in decision-making, room to shape client strategies, and the ability to structure a portfolio around your own personal strengths and preferences. That trust leads to better outcomes for clients and employers alike.
Recognising the Signs It Might Be Time to Move
Moving on and taking the next step in your career is not always down to dissatisfaction. Sometimes it’sjust about misalignment. The right role for your current skills and aspirations may not be the same one that got you here. Knowing when to reassess is critical.
Here are some signals it might be time to explore something new:
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Leadership lacks vision or transparency
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You’re doing well, but there’s no clear next step
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Your ideas are routinely dismissed
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The culture no longer matches your working style or values
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You’re spending more time justifying than delivering
An honest self-assessment can go a long way. Career progression for AEs should feel energising, not frustrating. If it’s starting to feel like a grind, it might be time to explore what else is out there.
What Today’s Progression Really Looks Like
With 74% of insurance brokers actively recruiting in 2025 and 59% reporting senior vacancies, the opportunities are there. However, the best roles aren’t always on the open market. Partnering with a recruiter who understands nuance and trajectory can make the difference between a lateral move and a leap forward.
Stride often supports opportunities shaped around top-tier AEs and that offer real leadership pathways, clear equity prospects, or influence over new verticals. These roles are designed with mutual value in mind, for the AE and the business.
That means account executive career paths that are built with clear progression available from the outset. Whether it’s a pathway to regional leadership, greater P&L responsibility, or eventual equity, these roles exist. But they’re not posted on job boards. They’re unlocked through network, insight, and timing.
Technology is also playing a growing role in shaping Account Executive career progression. With advancements in artificial intelligence and automation changing how policies are quoted, serviced, and analysed, many AEs are now seeking out firms that invest in smart tools, freeing them up to focus on client relationships and strategic development. Being part of a tech-forward brokerage isn’t just about efficiency, as AI becomes more integrated into underwriting and client service, AEs who embrace digital tools will increasingly be positioned as strategic advisors rather than intermediaries
How Stride Helps Build Careers
Stride works differently. We don’t rely on volume. Instead, we invest in market intelligence, long-term relationships, and an immersive understanding of what AEs really want.
We know that:
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Half of UK brokers are recruiting to fuel growth
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The need for experienced, strategic AEs has never been greater
We speak your language. Whether you're a producer with ambitions to build out a niche book or a relationship-first AE eyeing leadership, our process is built to uncover what matters most to you and to find roles that reflect that.When we introduce you to an opportunity, it’s not about backfilling a vacancy. It’s about matching ambition with possibility. That’s how we support career progression for ambitious Account Executives.
If you’re ready to find a role that aligns with your values and ambitions, get in touch for a confidential conversation about your career.
No One Talks About Account Handlers
Insurance Account Handlers are critical to broking firms, essential to client service and satisfaction yet rarely in the spotlight. But, as the insurance industry faces mounting pressures around regulation, retention, and efficiency, forward-thinking firms are finally recognising just how integral Account Handlers are to commercial success. Whether you’re new to the profession or have years of technical experience under your belt, the role is gaining new visibility, credibility, and strategic value.
From Back Office to Backbone
Smart firms recognise that client loyalty is about the consistency and depth of service across the whole team. In progressive brokerages, insurance Account Handlers are no longer seen as junior support. They’re regarded as core to client retention, accuracy, and compliance.A skilled Account Handler can pre-empt issues, troubleshoot placement challenges, and maintain momentum in the background.Increasingly, clients build strong relationships with their Account Handler, particularly in complex or regulated sectors where trust and detail are paramount. This has turned what was once an internal support role into a client-facing, reputation-critical position.
Why the Account Handler Role Is Changing
Once viewed as purely administrative, the Account Handler role encompasses compliance oversight, client retention strategy, technical broking, and relationship management. They play a central role in in maintaining client trust, ensuring compliance, and delivering on service promises, shaping the overall client experience.This change has been driven by:
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Remote Working
Around 72% of insurance firms now expect most employees to work a hybrid schedule. This has transformed how clients engage with brokers. Account Handlers are often the first point of contact, providing continuity when senior Account Executives are unavailable, and maintaining service standards without the structure of an office environment.
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Tighter Regulation
Increasing regulatory oversight and compliance demands accuracy and audit-readiness across every document and interaction, making Account Handlers a key component in compliance workflows.
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AI and Automation Technology
Routine admin tasks like data entry can now be handled by automation tools, freeing Account Handlers to focus on higher-value work such as reviewing policy coverage, managing complex renewals, and maintaining detailed client records in CRM platforms.
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Talent Shortages
Brokers and insurance firms are increasingly relying on their internal teams for insight, efficiency, and client continuity. Making experienced Account Handlers increasingly valuable for their expertise and organisational knowledge.
Skills That Are Driving Demand
Because Account Handler job descriptions now include a blend of technical, interpersonal, and strategic competencies experienced professionals are hard to replace, and highly valued. The Chartered Insurance Institute (CII) reports a 15% annual increase in the number of its insurance qualifications completed, demonstrating just how crucial learning and development are for well-rounded Account Handlers. Firms that used to look for “plug-and-play” hires are now investing in development and retention, recognising that expertise is not built overnight.
Key areas of expertise include:
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Technical Knowledge
Understanding policy wordings, placement processes, and insurer appetite. For example, identifying a policy clause conflict could save thousands in uncovered risk.
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Compliance Awareness
Navigating FCA rules and documentation standards. Account Handlers play a key role in audits by managing file readiness to protect both the client and firm.
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Client Communication
Managing expectations, responding promptly, and translating jargon. Experienced Account Handlers improve client satisfaction scores by creating and maintaining tailored client communications such as onboarding.
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Platform Fluency
Using Acturis, Open GI, or bespoke CRM systems efficiently. Skilled Handlers often reduce processing time and minimise errors through their command of these platforms, significantly boosting operational efficiency.
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Commercial Insight
Spotting upselling opportunities or renewal risks. For example, noticing a lapse in cyber coverage ahead of renewal could lead to client upsell and improved organisational protection.
More Than One Path to Career Progression
Career growth for insurance Account Handlers is no longer limited to becoming an Account Executive. Increasingly, firms are offering pathways into senior positions where individuals manage complex cases and mentor junior colleagues, Technical Broking roles, where expertise is applied to placement, wording and insurer negotiation, and even client-facing hybrid roles, particularly in specialist or commercial lines. Some Account Handlers thrive in technical roles; others evolve into trusted advisors with direct client portfolios. The best firms recognise and support both paths.
This progression isn’t just vertical. It’s also about influence, autonomy, and alignment with your personal strengths.Take, for example, an Account Handler in a regional brokerage who transitioned into a Technical Broking lead after identifying and standardising inconsistencies in policy wording across the firm. Their initiative led to better risk profiling and stronger insurer relationships.Or an Account Handler who moved into a hybrid Account Executive role after consistently being the go-to person for complex renewals and client queries, building such strong rapport that the transition to a client-facing role was seamless and welcomed.
What Great Firms Are Doing Differently
In today’s candidate-short market, brokerage firms that respect and empower their internal account teams see better retention, higher morale and stronger client outcomes.When Account Handlers feel ownership in client delivery, and clients benefit from seamless, knowledgeable service across all touchpoints. These firms understand that retaining great insurance Account Handlers means building environments where they can grow, be recognised, and shape the client experience.
Here’s what we’re seeing from top-tier employers:
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Clear internal career frameworks for progression beyond support roles, often mapped out from day one and regularly reviewed in appraisals
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Dedicated development plans, including support with CII or broking qualifications, often funded and reinforced by mentoring from senior technical leaders
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Balanced workloads, recognising the value of precision over volume, leading to less burnout and greater client accuracy
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Strategic pairing of Account teams based on complementary strengths and working styles, improving cohesion and client outcomes
How Stride Supports Insurance Account Handlers
At Stride, we champion the professionals behind the policies. We know that the best insurance Account Handlers offer depth, loyalty, and commercial foresight.Whether you’re just getting started or ready for a senior or technical step up, we can help you:
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Understand where your skills are most in demand
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Find roles with clear progression, autonomy and respect
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Access opportunities that aren’t advertised on job boards
We work with brokerages who understand that empowering their internal teams is the best route to long-term success.If you’re ready to explore what’s next in your career, let’s have a confidential conversation.
As insurance firms accelerate the adoption of artificial intelligence (AI) and advanced technologies, the nature of the Account Executive role is shifting. While the full impact of these technologies is still unfolding, it’s clear that a digital first culture is gaining momentum. For mid-to-senior level professionals, staying commercially relevant now involves understanding how digital tools enhance, rather than replace, your human expertise.
What a Digital First Culture Means
A digital first culture refers to the strategic prioritisation of digital tools and processes in how organisations operate, communicate and serve clients. For Account Executives (AEs), this could mean adapting to environments where CRM systems, underwriting platforms, and client communications are increasingly powered by automation and AI.
Adapting doesn’t require you to become a tech specialist. But it does require a mindset shift. The real value lies in understanding how these tools can reduce admin, surface insights, and free up more time for high-value client work.As more brokers adopt generative AI for insurance processes, from client proposals to post-renewal analysis, by embracing these tools you will gain more time to focus on client strategy, relationship-building, and high-value advisory work.
The Rise of AI in Insurance
While still in early stages for many, AI adoption is gaining ground. According to Conning, 55% of insurers are already in the early or full stages of adopting Generative AI tools. Meaning that regular, sustained use of AI in insurance and brokerage firms is already operational. For Account Executives, the most relevant use cases of AI in insurance include:
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Proposal generation
AI can help quickly draft customised proposal documents using client data, past policies, and market trends, freeing up time to refine strategy and positioning.
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Client prep and renewal analysis
AI summarises client portfolios, flags changes in exposure, and helps prioritise talking points ahead of meetings, enabling more focused, advisory-led client conversations.
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CRM automation
Tools auto-log interactions, track client engagement, and prompt timely follow-ups, helping AEs maintain a consistent presence and elevate client service levels.
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Market intelligence
AI tools scan news, competitor movements, and industry developments giving you sharper insights to frame proactive, relevant recommendations.
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Email and communication drafting
Generative AI drafts, client updates, renewal messages, or coverage summaries so your communication stays timely, clear, and scalable without losing your voice.
The use of AI in insurance isn't about replacing the AE, it's reshaping how you spend your time. In practical terms, it can reduce time spent on low-value admin work and free you up to focus on client-facing strategy.
What Tech Can’t Replace
Despite the power of automation, AI still lacks the emotional intelligence, commercial instinct and nuanced judgement that define the best Account Executives.In complex placements, high-value accounts, or emerging risks, human value becomes even more critical. Clients need the reassurance, interpretation, and strategic guidance provided by a skilled AE.
Clients still want someone who:
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Understands the pressures of their industry
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Can navigate grey areas in risk that algorithms can’t quantify
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Offers proactive insight and tailored advice
Being an effective AI-driven Account Executive means knowing when to leverage tech, and when to lean into your expertise.
How Progressive Firms Are Blending AI and Advisory
Forward-thinking brokerages aren’t asking AEs to become digitally fluent overnight. Instead, they’re building ecosystems where digital tools support human talent.In these firms, a digital first culture is not about automation for its own sake. Instead, they are beginning to use technology to enable AEs to deliver more value, faster.
This can mean restructuring Account Executive roles and responsibilities to let tech handle routine admin, investing in client-facing platforms that allow AEs to personalise experiences at scale and, rolling out training programs that integrate AI literacy with day-to-day workflows.
Future-Proofing Your Skill Set as an AE
The best way to stay relevant is by leaning into change. Remember: clients still choose people they trust. Being and AE today means being digitally aware, not digitally defined.You’ve already built a successful foundation. You don’t have to lead with tech — but you should be able to translate it into value:
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Drive strategic adoption of digital tools
Position yourself as someone who can translate digital advancements into better client outcomes.
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Use data to elevate advisory conversations
Understand how to interpret and communicate insights surfaced by AI tools. Clients increasingly expect evidence-backed advice.
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Translate tech into client outcomes
Be the conduit between tech and client needs. Influence how tools are rolled out by aligning digital efficiency with human expectations.
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Shape operational change through technology
Identify legacy processes holding your firm back. Advocate for tech that frees up more time for strategic relationship-building.
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Stay visible in future-focused networks
Attend briefings, contribute to internal pilot projects, and learn how your peers at progressive firms are adapting.
How Stride Supports Tech-Forward Account Executives
At Stride, we’re tracking the trends shaping insurance — from early AI adoption to changing AE skill sets. We understand where the technology in the insurance industry is headed, and which firms are preparing for what's next.
Whether you're looking to upskill or explore roles at more progressive brokerages, we can help you:
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Identify firms with a healthy digital first culture
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Understand how AI is being practically applied
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Build a personal brand as a commercially aware, tech-literate AE
With generative AI set to impact up to 71% of working hours in the insurance sector, being proactive about your adaptation isn’t optional. But with the right support, it doesn’t have to be overwhelming.
Ready to align your expertise to a brokerage that invests in the future?
Reach out for a confidential conversation about your next step.
Anthony Barlow
Anthony has worked within the recruitment industry for over 15 years, of which over 11 of them have been spent specialising within the insurance sector. Having gained extensive experience across all sectors, Anthony is our specialist Claims and Loss Adjusting professional.
After a short break away, Anthony has returned back to Stride for a second spell and excited to help insurers, brokers and adjusting firms alike in fulfilling any requirements they have.
Away from work, Anthony is a proud Birmingham resident having spent his entire life living within the city, and is very partial to a pub quiz as well as watching every bit of live sport he can get his eyes on.
Likes – Most sports, reading, cooking, a cheeky tequila.
Dislikes – Aston Villa, lying and candidates ghosting.
Ethan Findley
Ethan has joined Stride in Summer 2024 in an apprenticeship-style position, to help ensure the Recruitment team can keep on top of all Administrative tasks. He helps with reporting, completing projects, management of the CRM database and helps to oversee the running of our software and technology.
In his free time, Ethan plays an awful lot of golf, and chills out with friends and family
Likes - Golf, Football, Geography, Golf and Golf
Dislikes - The heat, Eggs of any sort

