Corporate Insurance Account Executive

Job Description

About Bartlett:
Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.
Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK – from manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations.
With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.
And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

The Role:
We are looking for an experienced Insurance Account Executive to join our growing corporate risk team.

Your responsibilities will include:
Managing key client relationships and accounts, ensuring strong client retention
Developing and maintaining excellent working relationships with both Team Brokers and the insurance market
Looking for growth opportunities from the client base and your external network
Maintaining detailed knowledge of new and existing products and sector conditions

The ideal candidate:
You will have experience in the insurance sector doing a similar role
You have excellent administration skills and are familiar with the corporate insurance broker renewal process, operating procedures and provision of supporting documentation
You build mutual, long-term relationships with your clients and colleagues with a proven track record servicing corporate accounts
You are ACII qualified and technically strong with respect to all Commercial insurance classes
You have excellent communication skills, both written and verbal
You consistently demonstrate strong performance

The team:
You’ll be joining a successful and experienced team, with excellent technology to support strong client relationships and a work-life balance that incorporates agile working. We are all committed to working for the benefit of our clients, our colleagues and the company. We expect you to be an excellent ambassador for The Bartlett Group displaying our core values of impact, passion, innovation, curiosity, courage, kindness, and integrity.

An excellent working environment:
You’ll share spacious, well-equipped modern offices in our historic building which we’ve designed to free our colleagues from emails and phone calls outside work hours. So to complement our collaboration-friendly open plan areas we have quiet lounges for focussed work, a library for reading and research, booths for private phone conversations, and a canteen for socialising and informal meetings.

Rewards:
We offer very competitive salaries and a market leading benefits package.
Competitive salary (based on experience)
Generous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering days
7% employer pension contributions
Private Medical Insurance
Income Protection
Life Assurance
Cycle to Work Scheme
Free Onsite Gym
£500 wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health

screenings/books/subsidised

yoga classes/dedicated wellbeing team)
Electric Car Scheme with free onsite electric charge points
Dedicated professional training budget
Staff discounts on insurance products and financial planning services

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE.