Account Executive - Personal Lines
Role Accountabilities & Responsibilities
Sales & Activity Management
* Work flexibly across all Personal Lines departments, securing renewals, processing amendments, and driving cross-sell and up-sell opportunities across all product lines.
* Demonstrate strong negotiation and sales skills to achieve and exceed targets.
* Manage renewals and client retention in line with performance and compliance standards.
* Oversee Mid-Term Alterations, renewals, account entries, claims liaison, and all related correspondence.
* Ensure all client files and records are accurate and up to date on Relay.
Customer Relationship Management
* Manage client relationships across departments, handling renewals, mid-term adjustments, and queries relating to Personal Lines products.
* Take ownership of delivering accuracy and quality in all work.
* Respond promptly and professionally to internal and external requests.
Team Collaboration
* Build strong relationships across teams, working collaboratively to achieve shared targets and objectives.
Compliance
* Maintain full compliance with regulatory standards in all processes and client interactions.
Requirements
* APA qualified (CIP preferred).
* Experience in a fast-paced environment, ideally within insurance.
* Knowledge of Relay is an advantage.
* Strong organisational skills with the ability to prioritise, multitask, and execute daily tasks effectively.
* Excellent communication and interpersonal skills, with the ability to engage both clients and colleagues.
* High attention to detail and problem-solving ability.
* Team-oriented mindset with adaptability to change and pace.
* Willingness to take on ad-hoc duties as required.
Person Specification
* Positive, proactive attitude with openness to evolving processes as part of a digital-first journey.
* Ability to manage workloads effectively and adapt to unforeseen demands.
* Strong personal organisation with a structured approach to time and resource management.
* Commitment to ongoing professional development.
* A customer-first approach, ensuring excellent service delivery at all times.
Desired Skills and Experience
Negotiation
Communication
CustomerService
Organisation
Teamwork