Account Executive - Personal Lines
Account Executive - Personal Lines
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Job Description
Job Description
Job title: Account Executive - Personal Lines
Salary: 33000
Location: South Yorkshire - Hybrid role 2 days in office
PURPOSE OF ROLE
Our client is seeking a personable and proactive Account Executive to manage a portfolio of private clients specialising in personal lines insurance such as home motor and travel. The successful candidate will act as a trusted advisor ensuring excellent client service supporting renewals identifying new business opportunities and maintaining compliance with regulatory standards.
RESPONSIBILITIES
- Act as the primary point of contact for a portfolio of private clients delivering tailored insurance advice across home motor and travel products
- Build strong long-term client relationships through regular contact and policy reviews to ensure cover remains appropriate
- Identify and convert new business opportunities through referrals networking and warm leads
- Support the renewal process by negotiating favourable terms with insurers and ensuring timely policy updates
- Maintain accurate and compliant client records in line with FCA and Consumer Duty regulations
- Clearly communicate policy details and terms ensuring clients fully understand their cover and obligations
- Collaborate with colleagues across the business to ensure high-quality service delivery
- Stay informed of market developments product changes and regulatory updates contributing to continuous improvement within the team
DAY-TO-DAY
- Handle client queries and offer expert advice on personal insurance needs
- Manage renewals and policy updates efficiently
- Collaborate with colleagues to maintain high service standards
- Actively support business development efforts
- Ensure compliance with all regulatory requirements
EXPERIENCE & REQUIREMENTS
- Experience in a client-facing role within personal lines insurance
- Understanding of home motor and travel insurance products
- Familiarity with platforms such as Acturis or similar
- Working knowledge of FCA and Consumer Duty regulations
- Working towards Cert CII or open to pursuing professional qualifications
- Proven experience in renewals client servicing and business development
SKILLS
- Build rapport easily and maintain strong trust-based client relationships
- Effectively manage multiple client accounts and prioritise tasks in a fast-paced environment
- Take initiative to anticipate client needs and proactively offer solutions
- Work well within a team supporting colleagues to ensure seamless service
- Consistently deliver high service standards with a strong focus on client satisfaction
If you have the relevant experience or know someone that does please contact me now on 0 or email us at
Required Experience:
IC
Employment Type
Full-Time
