Salary: £25,000 - £30,000 (increases after training) + excellent benefits + full training + free on-site parking
Benefits:
* 21 days annual leave (rising to 25 after 5 years) + 11 statutory bank holidays
* Pension Scheme with employer contributions
* Personal Health Plan
* Staff Uniform
* Free parking
Monday-Friday on-site 9-5 (flexibility offered, but not hybrid)
About the Company
Join an established financial services firm where your personality, passion and potential truly matter. With a supportive culture, clear progression opportunities, and a friendly team environment, it's a place where you can build a long-term career in financial services.
Key Responsibilities:
About the role
As the Account Executive you will manage and develop relationships with Commercial clients. The role involves managing renewals, identifying growth opportunities and delivering high-quality insurance advice across a varied portfolio of risks.
Ideally, you'll have already worked in a similar role and so will be no stranger to applying a flexible, people-orientated approach to everything you do. Above all, you'll relish the challenge of being part of a truly customer-focused, ambitious team. In return, you can expect full training in a friendly and supportive environment.
Commercial insurance experience is highly desirable.
Key Responsibilities
Manage and develop your own portfolio of clients
Proactively identify and convert new business opportunities
Handle renewals, mid-term adjustments and client enquiries, ensuring excellent customer outcomes.
Build trusted, long-term relationships with key decision-makers
Cross-sell the full range of products, including Financial Services and Risk Management Services
Work with underwriters to secure appropriate cover and terms
Maintain accurate and compliant client records using CRM systems
Contribute to the Agency's growth, retention and reputation within the local business communityAbout you
Experience in insurance, financial services or a client-facing advisory role
Commercial insurance experience highly desirable
Strong communication and relationship-building skills
Organised, proactive and comfortable managing your own workload
Good IT skills and attention to detail
Positive, proactive, and organised with strong time management skills
Tech-savvy with confident MS Office skills
Full UK driving licence and access to your own vehicleDesirable:
Degree-qualified or working towards insurance qualifications (e.g., CII)HOW TO APPLY: If you have the skills and experience to excel in this role, please apply here OR send your CV to: (url removed) OR call (phone number removed)
Ref: INDSR
Salary description
£24000.00 - £30000.00 per year