Account Executive - Personal Lines

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 across the business to ensure high-quality service delivery
• Stay informed of market developments, product changes, and regulatory updates, contributing to continuous improvement within the team

DAY-TO-DAY

• Handle client queries and offer expert advice on personal insurance needs
• Manage renewals and policy updates efficiently
• Collaborate with colleagues to maintain high service standards
• Actively support business development efforts
• Ensure compliance with all regulatory requirements

EXPERIENCE & REQUIREMENTS

• Experience in a client-facing role within personal lines insurance
• Understanding of home, motor, and travel insurance products
• Familiarity with platforms such as Acturis or similar
• Working knowledge of FCA and Consumer Duty regulations
• Working towards Cert CII or open to pursuing professional qualifications
• Proven experience in renewals, client servicing, and business development

SKILLS

• Build rapport easily and maintain strong, trust-based client relationships
• Effectively manage multiple client accounts and prioritise tasks in a fast-paced environment
• Take initiative to anticipate client needs and proactively offer solutions
• Work well within a team, supporting colleagues to ensure seamless service
• Consistently deliver high service standards with a strong focus on client satisfaction

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at