Personal Lines Account Executive

About the role:

Reporting to the Team Leader and head of existing business, the successful Personal Lines Account Executive will primarily focus on managing policy renewals, ensuring client retention and satisfaction by providing tailored insurance solutions.

Additionally, they will identify and secure new business opportunities when available to expand the client base. This role requires strong relationship management, negotiation, and sales skills to optimise client portfolios and drive business growth.

Key Responsibilities:

• Maintain and strengthen relationships with existing clients, ensuring their needs are met and fostering long-term loyalty.
• Oversee the renewal process for personal lines insurance policies, including reviewing terms, negotiating renewals, and ensuring timely completion.
• Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.
• Provide exceptional service by addressing client inquiries, resolving issues promptly, and ensuring a high level of client satisfaction.
• Ensure New Business/Renewal targets are achieved.

• Implement Company's Compliance and office procedures including New Business Development and Renewal Procedures document.

• Ensure that you are up-to-date with market practice and product availability, giving feedback to Management in relation to market issues, including pricing, service levels and product development.

• Where required, work with other teams within the Group to facilitate training, product development and to promote operational efficiencies.

• Attend client visits with Management as required.

• Adhere to Compliance as outlined in Handbook and Procedures Manual.

About You:

Minimum of 1-3 years' experience in an insurance role.