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