Account Executive - Financial Lines

Job Description


Job Title - Account Executive - Financial Lines
Contract - Permanent
Salary - GBP35,000 - GBP50,000
Location - Bristol
Industry - Insurance Broker (Insurance, Commercial,)

An exciting opportunity has become available for a Financial Lines Account Executive to join an expanding insurance brokerage who are based in Birmingham, You will be managing your own portfolio of accounts whilst maximising client retention and enhancing revenue stream from existing client base, you will also be required to proactively develop new business opportunities. The role could be based from anywhere in the UK.

The Role:-

Visit clients for annual renewal meetings or as required
Own client business retention by efficient / prompt handling of all matters - day-to-day enquiries, renewals, mid-term adjustments and enquiries
Proactive development of new business streams from referrals and recommendations.
To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirement
Review insurer placements to ensure that best advice is offered at all times.
Develop strong relationships with key suppliers as evidenced by account size and profitability
The Candidate:-

Cyber and Profesional Idemnity Insurance knowledge and experience, ideally from a similar role
High level of ambition and drive
Ability to generate new business
Sales orientated
Ability to generate new business and build a successful pipeline
Exceptional customer focus with great relationship building skills
Cert CII - beneficial

If you have the relevant experience or know someone that does please contact us now on 0121 272 3295 or email us at

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.


This job was posted by.

Nick Morgan


Make sure you
get the job

Watch the video

Our video archive contains hundreds of tips and techniques, delivered by the leading industry experts themselves. It is suitable for all levels, whether you are preparing a major presentation at work, preparing a CV, speech or attending an interview.


See what our Regional Director says...

Get days access!

Register for instant free access to the portal.

Refer a friend

We'll send you an iPad!

Refer a friend to us and we will reward you with an iPad Mini. It really couldn't be any easier. Read our Terms & Conditions.