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Insurance Account Executive – Retail New Business

Job Posted: a day ago

  • Salary: £ 35,000 - 45,000 / Annum

    Job Type: Permanent

  • Location: Colchester, Essex

Expire in: a month

Job Description

Colchester | 💰 Competitive Salary + Benefits | 🕒 Full-Time, Permanent The Opportunity An exciting opportunity has arisen for an Account Executive to join a growing retail new business team in Colchester. This role offers the chance to work directly with clients, both in-office and face-to-face, providing first-class customer care while developing new business opportunities. The successful candidate will play a key role in servicing new and prospective customers, building long-term relationships, and promoting tailored insurance solutions in line with FCA regulations. Key Responsibilities * Prospect and secure new clients using in-house marketing tools, networking, and referrals. * Maintain regular contact with prospects to maximise future conversion opportunities. * Attend trade shows and networking events locally and in London to expand market reach. * Conduct meetings with prospective clients to gather all necessary information for successful tenders. * Ensure all documentation and meetings comply with FCA regulations. * Manage new business through to handover, including documentation, policy amendments, survey requirements, and insurer communication. * Support colleagues across the business to achieve departmental targets and deliver excellent service. * Build strong relationships with clients to aid retention and encourage referrals. * Provide prompt responses to enquiries, ensuring all client needs are met within agreed timescales. * Keep abreast of industry trends, insurance developments, and compliance requirements. What We’re Looking For * Minimum of 8 GCSEs grade C or above (including Maths and English). * Cert CII (or working towards) desirable. * Previous insurance experience preferred. * Strong knowledge of FCA regulations and compliance. * Excellent interpersonal, communication, and relationship-building skills. * Organised and effective with time management and prioritisation. * Resilient, self-motivated, and driven to exceed targets. * Able to work independently and as part of a collaborative team. What’s on Offer * Competitive salary package * Ongoing training and development, including professional qualifications * Career progression opportunities within a supportive team * Exposure to diverse client portfolios and exciting business opportunities

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