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Tate Recruitment Linkedin · Posted 2mo ago

Insurance Account Executive

Oxted, Bromley, United Kingdom

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Indexed description

Insurance Account Executive


Oxted | Full-time | Hybrid & Field-Based


Package

  • Salary: £40,000 – £50,000 basic + bonus
  • Car allowance & pension
  • Support for professional qualifications (CII)
  • 23–28 days holiday plus bank holidays & birthday off
  • Clear training and development pathway


We’re recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position.


You’ll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships.


Working Style

  • Full-time role based from the Oxted office
  • Flexible diary management
  • A mix of office, client visits, and home working
  • Expected to be in and out of the office a few days each week, depending on client commitments


Key Responsibilities

  • Manage and develop an existing client portfolio
  • Convert new business opportunities
  • Handle renewals, mid-term adjustments, and policy reviews
  • Work closely with underwriters to secure competitive terms
  • Identify cross-selling and upselling opportunities


About You

  • Background in general insurance (broker experience welcome)
  • Exposure to commercial and/or high-net-worth personal lines
  • Ambitious and keen to develop into a sales-focused account management role
  • Strong communication and organisation skills

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