Account Executive - Personal Lines
New Yesterday
Job title: Account Executive - Personal Lines
Salary: £33,000
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 acr...
- Location:
- South Yorkshire
- Salary:
- £23,000 - £33,000 per annum
- Category:
- Sales