Account Executive

Why Join?

• Build and manage your own book of business.
• Work within a client-focused, growth-driven environment.
• Competitive salary with professional development opportunities.

Key Responsibilities:

• Achieve and exceed personal new business targets.
• Deliver a client-first approach, ensuring compliance with regulations.
• Manage client enquiries, renewals, adjustments, and claims.
• Maintain accurate records, pipelines, and diary management.
• Conduct in-depth fact-finding to provide tailored insurance solutions.
• Review and issue policy documentation with accuracy.
• Secure and process payments within deadlines.
• Complete 35+ hours of CPD annually.

Key Performance Indicators:

• Meeting/exceeding sales targets.
• High new business conversion rates.
• Accuracy in data and documentation.
• Proactive pipeline and diary management.
• Compliance with company SLAs and CPD requirements.