Insurance Account Executive

Insurance Account Executive

Oxted, Surrey | 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.

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

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

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application