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