Recruit 2 You are recruiting for an Account Executive to join our client’s team based in Mansfield. 
 
Your responsibilities will be to manage a portfolio of existing clients and cultivate new business in commercial insurance, ensuring full FCA compliance. Generate revenue and deliver quality service to meet client needs. 
Achieve Key Performance Indicators, monitor sales performance, and maintain profitability. 
 
Key responsibilities of the new Account Executive: 
 
· Prospect new leads, conduct client visits, identify needs, negotiate with insurers, and secure appropriate cover for clients. 
· Monitor sales performance, manage the client portfolio, and be conscious of profitability in transactions. 
· Ensure compliance with FCA regulations and company policies, handling complaints and conducting learning exercises. 
· Maintain high customer service standards, develop professional relationships with clients, and liaise with Account Handlers. 
· Uphold compliance with company Guides to Best Practice, employment policies, and Individual Conduct rules. 
· Engage with senior management to ensure fair treatment of customers and observe firm's TCF procedures. 
· Conduct learning exercises, attend supervision sessions, and participate in in-house and external training courses. 
· Develop and maintain relationships with insurers and underwriters for the benefit of the company and clients. 
· Ensure secure handling of personal data in accordance with the Data Protection Act and company policies. 
· Prioritise client communication, maintain files in compliance with company standards, and follow health and safety guidelines. 
· Undertake other reasonable duties as directed by the line manager. 
 
Knowledge/Experience: 
 
· Extensive knowledge of commercial insurance products. 
· Previous experience as an Account Executive or Senior Account Handler in a similar broking environment. 
· Experience in client interactions both face-to-face and over the telephone. 
· Building strong and sustainable working relationships. 
 
Skills/Ability: 
 
· Proven track record in sales and achieving growth in commercial insurance. 
· Confident and expert communicator. 
· Self-managing with the ability to organise workload. 
· Effective diary management. 
 
Qualification/Education/Training: 
 
· Cert CII qualified, working towards or motivation to qualify. 
· Desired: Diploma in Insurance. 
· Minimum of DIP CII – 5+ Years Account Executive Experience 
 
Other Requirements: 
 
· Satisfy all pre-employment checks, including criminal records and credit checks. 
· Full driving license. 
· Motivation and passion for the role. 
· Desired: Access to own car for business use. 
 
About the role: 
 
· Full Time Permanent 
· Monday – Friday 
· £30,000 (Salary may vary depending on experience) 
 
Job Types: Full-time, Permanent 
Salary: £30,000.00 per year 
Benefits: 
Company pension 
On-site parking 
Schedule: 
Day shift 
Monday to Friday 
Experience: 
Account management: 1 year (required) 
Ability to Commute: 
Mansfield, Nottinghamshire (required) 
Ability to Relocate: 
Mansfield, Nottinghamshire: Relocate before starting work (required) 
Work Location: In person 
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