Job Description

The Opportunity

An exciting opportunity has arisen for an Account Executive to join a growing retail new business team in Colchester. This role offers the chance to work directly with clients, both in-office and face-to-face, providing first-class customer care while developing new business opportunities.

The successful candidate will play a key role in servicing new and prospective customers, building long-term relationships, and promoting tailored insurance solutions in line with FCA regulations.

Key Responsibilities

• Prospect and secure new clients using in-house marketing tools, networking, and referrals.
• Maintain regular contact with prospects to maximise future conversion opportunities.
• Attend trade shows and networking events locally and in London to expand market reach.
• Conduct meetings with prospective clients to gather all necessary information for successful tenders.
• Ensure all documentation and meetings comply with FCA regulations.
• Manage new business through to handover, including documentation, policy amendments, survey requirements, and insurer communication.
• Support colleagues across the business to achieve departmental targets and deliver excellent service.
• Build strong relationships with clients to aid retention and encourage referrals.
• Provide prompt responses to enquiries, ensuring all client needs are met within agreed timescales.
• Keep abreast of industry trends, insurance developments, and compliance requirements.

What We're Looking For

• Minimum of 8 GCSEs grade C or above (including Maths and English).
• Cert CII (or working towards) desirable.
• Previous insurance experience preferred.
• Strong knowledge of FCA regulations and compliance.
• Excellent interpersonal, communication, and relationship-building skills.
• Organised and effective with time management and prioritisation.
• Resilient, self-motivated, and driven to exceed targets.
• Able to work independently and as part of a collaborative team.

What s on Offer

• Competitive salary package
• Ongoing training and development, including professional qualifications
• Career progression opportunities within a supportive team
• Exposure to diverse client portfolios and exciting business opportunities