Insurance Account Executive

Description

Insurance Account Executive

Oxted, Surrey Full-time Hybrid & Field-Based

Package

Salary: 40,000 - 50,000 basic + bonusCar allowance & pensionSupport for professional qualifications (CII)23-28 days holiday plus bank holidays & birthday offClear training and development pathwayWe're recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position.

You'll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships.

Working Style

Full-time role based from the Oxted officeFlexible diary managementA mix of office, client visits, and home workingExpected to be in and out of the office a few days each week, depending on client commitmentsKey Responsibilities

Manage and develop an existing client portfolioConvert new business opportunitiesHandle renewals, mid-term adjustments, and policy reviewsWork closely with underwriters to secure competitive termsIdentify cross-selling and upselling opportunitiesAbout You

Background in general insurance (broker experience welcome)Exposure to commercial and/or high-net-worth personal linesAmbitious and keen to develop into a sales-focused account management roleStrong communication and organisation skillsPlease be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Ad ID: 5418394060