Account Executive – Personal Lines

Role Overview

The Account Executive is responsible for managing a portfolio of Personal Lines clients, driving retention and growth while ensuring full compliance with regulatory and internal standards. This role requires strong sales capability, excellent organisational skills, and a customer-first approach within a fast-paced environment.

Key Responsibilities

Client Portfolio Management

• Manage and service a portfolio of Personal Lines clients.
• Handle renewals, mid-term adjustments, and policy queries efficiently and accurately.
• Maintain high retention levels in line with agreed targets.
• Identify opportunities for cross-selling and upselling across product lines.

Sales & Business Development

• Demonstrate strong negotiation and closing skills.
• Achieve individual and team sales targets.
• Proactively engage clients to maximise account potential and long-term relationships.

Operational Excellence

• Process renewals, mid-term alterations, account entries, claims liaison, and correspondence accurately.
• Ensure all client records are maintained and up to date on internal systems.
• Respond promptly and professionally to all internal and external queries.

Compliance & Governance

• Ensure all activities comply with regulatory requirements and company policies.
• Maintain accurate documentation and adhere to audit standards at all times.

Team Collaboration

• Work collaboratively across departments to deliver shared objectives.
• Contribute positively to a high-performing, fast-paced team environment.

Qualifications & Experience

• APA qualification (essential).
• CIP qualification (desirable).
• Previous experience in Personal Lines or a similar client-facing insurance role.
• Experience working in a fast-paced, target-driven environment.
• Familiarity with CRM or insurance systems advantageous.

Skills & Competencies

• Strong negotiation and sales skills.
• Excellent organisational and time management abilities.
• High level of accuracy and attention to detail.
• Strong communication and interpersonal skills.
• Ability to prioritise workload and manage multiple tasks effectively.
• Problem-solving capability with a proactive mindset.
• Adaptable and open to change.

Personal Attributes

• Customer-first mindset.
• Positive, solution-oriented attitude.
• Strong sense of ownership and accountability.
• Commitment to ongoing professional development.

Contact

• Reach out to [email protected] in confidence for more information