Account Executive – Shrewsbury

Job Title: Account Executive

Location: Shrewsbury – Hybrid

Salary: Starting at £35,000

We’re recruiting an experienced Account Executive to manage a portfolio of clients in a regulated environment.

You’ll look after relationships end-to-end, handle all aspects of the account, and ensure a high standard of service and compliance at all times.

The role:

As an Account Executive, you will:

· Manage and grow a portfolio of commercial clients

· Build strong, long-term relationships with new and existing clients

· Handle all aspects of account management: new business, renewals, mid-term adjustments and claims support

· Identify client needs and present clear recommendations and solutions

· Negotiate terms with insurers and partners to secure appropriate cover and competitive premiums

· Cross-sell additional products and services where appropriate

· Respond to queries and resolve any issues or complaints in line with company procedures

· Work towards agreed performance targets (new business, retention, cross-selling, profitability)

· Deliver an excellent level of customer service at all times

Compliance & administration:

· Ensure all activity complies with FCA regulations and internal procedures

· Use checklists and support tools to evidence compliance

· Maintain accurate and up-to-date electronic and paper records

· Prioritise and action client communications in a timely manner

· Check all client documentation thoroughly before it is issued

· Manage your own diary and follow up all outstanding actions by the required dates

· Report any potential data, security or compliance breaches to senior management

Training & development:

· Take ownership of your own learning and meet Training & Competence (T&C) requirements

· Keep up to date with market conditions, products and regulatory changes

· Support and promote a Treating Customers Fairly (TCF) culture in all client dealings

What we’re looking for:

· Experience as an Account Executive, Account Handler or similar client-facing role

· Background working in a regulated environment (FCA or similar)

· Strong relationship-building and communication skills

· Confident negotiator with the ability to assess risk and recommend suitable solutions

· Excellent attention to detail and organisational skills

· Comfortable working to KPIs and targets

IT skills:

· Confident user of MS Word, Outlook and Excel

· Experience with insurance broking systems such as SSP, Acturis or similar (or willing to learn)

· Accurate data input and record-keeping skills

This is a great opportunity for an Account Executive who enjoys managing client relationships, working in a regulated environment, and taking ownership of a varied portfolio of work.

Apply now: Email [email removed]