Job Title: Account Executive
Location: Shrewsbury – Hybrid
Salary: Starting at £35,000
We’re recruiting an experienced Account Executive to manage a portfolio of clients in a regulated environment.
You’ll look after relationships end-to-end, handle all aspects of the account, and ensure a high standard of service and compliance at all times.
The role:
As an Account Executive, you will:
· Manage and grow a portfolio of commercial clients
· Build strong, long-term relationships with new and existing clients
· Handle all aspects of account management: new business, renewals, mid-term adjustments and claims support
· Identify client needs and present clear recommendations and solutions
· Negotiate terms with insurers and partners to secure appropriate cover and competitive premiums
· Cross-sell additional products and services where appropriate
· Respond to queries and resolve any issues or complaints in line with company procedures
· Work towards agreed performance targets (new business, retention, cross-selling, profitability)
· Deliver an excellent level of customer service at all times
Compliance & administration:
· Ensure all activity complies with FCA regulations and internal procedures
· Use checklists and support tools to evidence compliance
· Maintain accurate and up-to-date electronic and paper records
· Prioritise and action client communications in a timely manner
· Check all client documentation thoroughly before it is issued
· Manage your own diary and follow up all outstanding actions by the required dates
· Report any potential data, security or compliance breaches to senior management
Training & development:
· Take ownership of your own learning and meet Training & Competence (T&C) requirements
· Keep up to date with market conditions, products and regulatory changes
· Support and promote a Treating Customers Fairly (TCF) culture in all client dealings
What we’re looking for:
· Experience as an Account Executive, Account Handler or similar client-facing role
· Background working in a regulated environment (FCA or similar)
· Strong relationship-building and communication skills
· Confident negotiator with the ability to assess risk and recommend suitable solutions
· Excellent attention to detail and organisational skills
· Comfortable working to KPIs and targets
IT skills:
· Confident user of MS Word, Outlook and Excel
· Experience with insurance broking systems such as SSP, Acturis or similar (or willing to learn)
· Accurate data input and record-keeping skills
This is a great opportunity for an Account Executive who enjoys managing client relationships, working in a regulated environment, and taking ownership of a varied portfolio of work.
Apply now: Email melrimington@365people.co.uk