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Insurance Account Executive

Tate Recruitment - Oxted, South East

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Job Description

Insurance Account ExecutiveRemember to check your CV before applying Also, ensure you read through all the requirements related to this role.Oxted | Full-time | Hybrid & Field-BasedPackageSalary: 40,000 50,000 basic + bonusCar allowance & pensionSupport for professional qualifications (CII)2328 days holiday plus bank holidays & birthday offClear training and development pathwayWere 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.Youll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships.Working StyleFull-time role based from the Oxted officeFlexible diary managementA mix of office, client visits, and home workingExpected to be in and out of the office a few days each week, depending on client commitmentsKey ResponsibilitiesManage and develop an existing client portfolioConvert new business opportunitiesHandle renewals, mid-term adjustments, and policy xjdpvnf reviewsWork closely with underwriters to secure competitive termsIdentify cross-selling and upselling opportunitiesAbout YouBackground in general insurance (broker experience welcome)Exposure to commercial and/or high-net-worth personal linesAmbitious and keen to develop into a sales-focused account management roleStrong communication and organisation skills

Created: 2026-04-29

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