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Account Executive Insurance

Posted: 03/12/25
Recruiter:Headway Recruitment
Reference:3040034480
Type:Permanent
Salary:Competitive
Location:City, Leeds
Description:
Account Executive Insurance Sales
We are recruiting on behalf of our client in LS3 for an Account Executive with a focus on Insurance Sales.

This role involves generating revenue, managing client portfolios, developing new business opportunities, and ensuring full FCA compliance across personal and commercial insurance lines.

The successful candidate will provide high-quality, tailored service to clients while actively driving insurance sales growth.
Key Responsibilities:
  • Generate new business through insurance sales, manage renewals, and cross-sell products to meet KPIs while maintaining FCA compliance.
  • Deliver accurate, efficient, and professional service to clients and insurers, supporting high-quality insurance sales interactions.
  • Monitor sales performance, manage client portfolios effectively, and maximise insurance sales opportunities.
  • Ensure profitability for both the brokerage and underwriters, including scheduling client visits and promoting insurance sales initiatives.
  • Comply with FCA regulations and company policies, including Conduct Policies and Guides to Best Practice.
  • Handle client complaints in line with regulatory and company standards.
  • Participate in training, learning, and assessment programmes; identify areas for development in insurance sales skills.
  • Provide exceptional customer service and maintain high standards of client care.
  • Build and maintain professional relationships with clients, providing expert advice and guidance to support ongoing insurance sales growth.
  • Actively secure new business and renewals through marketing, re-broking, and other insurance sales strategies.
  • Support management and colleagues as required.
  • Attend supervision sessions, team meetings, and internal/external training.
  • Develop and maintain relationships with insurers and underwriters.
  • Ensure compliance with insurer administration requirements.
  • Prioritise client communications and respond promptly.
  • Maintain computer and paper files to company and FCA standards.
  • Undertake other reasonable duties as directed by the line manager.
Salary and Hours:
  • Salary: Circa £35,000 + uncapped commission
  • Hours: Monday Friday, 9:00am 5:30pm (1-hour unpaid lunch)
For more information about this role apply now or contact Sally at Headway Recruitment.

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