Insurance Account Executive

Overview

Insurance Account Executive | Oxted, Surrey | Full-time | Hybrid & Field-Based

• Salary: £40,000 - £50,000 basic + bonus
• Car allowance
• Pension
• Support for professional qualifications (CII)
• 23-28 days holiday plus bank holidays and birthday off
• Clear training and development pathway

• 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

• 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

• 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

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

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