Dobson & Hodge Ltd
Account Executive
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Company Description
Dobson & Hodge Ltd is a long-established firm based in Doncaster, with over 100 years of experience supporting personal and corporate clients. Dobson & Hodge offers a comprehensive range of commercial insurance products to help protect businesses from trading risks, including professional indemnity, motor fleet, business interruption, and liability covers. The firm is focused on tailored solutions, high-quality service, and long-term client relationships across diverse sectors and needs.
Role Description
This is a full-time, on-site Account Executive role based in Doncaster. The Account Executive will manage a portfolio of corporate clients, providing ongoing support, reviewing their insurance needs, and ensuring appropriate products and services are in place. Day-to-day responsibilities include:
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- Handling client inquiries
- Preparing quotes
- Processing renewals and adjustments
- Liaising with insurers and internal teams to secure competitive and suitable terms
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The role involves:
- Gathering client information
- Preparing documentation
- Maintaining accurate records
- Complying with regulatory and company standards
The Account Executive will also contribute to business development by identifying opportunities to deepen relationships and introduce additional services where appropriate.
Qualifications
- Strong client relationship management skills, including clear communication, active listening, and professional client service.
- Experience in insurance broking and/or financial services, with the ability to understand commercial and personal insurance products.
- Solid analytical and organizational skills, with attention to detail when handling documentation, data, and regulatory requirements.
- Ability to work collaboratively within a team, while managing individual workload, deadlines, and competing priorities.
- IT proficiency, including use of CRM or brokerage systems, and standard office software (e.g., email, spreadsheets, word processing).
- Relevant industry qualifications (e.g., CII or equivalent) or willingness to work towards them; previous experience in an advisory or account management role is advantageous.
- Knowledge of UK insurance regulations and a commitment to ethical, compliant practice.
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