Tate Recruitment
Insurance Account Executive
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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.
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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
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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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