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Account Executive

2 weeks ago

Birmingham, Birmingham, United Kingdom InsureSafeLine Full time £25,000 - £40,000 per year

Location: Birmingham

Type: Full-time, Permanent

About the Role

InsureSafeLine is a dynamic, independent insurance brokerage based in Birmingham, committed to delivering tailored, market-leading solutions. We are not just about policies — we are about partnerships. Our team thrives on transparency, integrity, and a genuine passion for protecting what matters most to our clients.

We are seeking a motivated and client-focused Commercial Insurance Broker (Accounts Executive) to join our growing team. This is an excellent opportunity to manage a diverse portfolio of commercial clients, with scope for professional development and career progression.

Key Responsibilities

· Manage and retain a portfolio of commercial clients, ensuring timely renewals and compliance with FCA regulations

· Build and maintain strong relationships with clients, insurers, and introducers, acting as a trusted adviser

· Identify opportunities for cross-selling and upselling during renewals and mid-term adjustments

· Deliver bespoke insurance solutions tailored to individual client needs

· Support clients through the claims process, ensuring a smooth and professional experience

· Prepare market presentations and conduct broking exercises

· Maintain accurate client records using Acturis and other systems

· Ensure compliance with FCA, GDPR, IDD, and internal policies

· Report regularly to senior management on performance and client activity

· Participate in Continuing Professional Development (CPD) to maintain high professional standards

Candidate Requirements

· Minimum 1 year's experience in insurance broking, account management, or sales (essential)

· Excellent communication and relationship-building skills

· Strong organisational and time management abilities

· Proactive approach with a focus on results and client satisfaction

· Fluent English speaker (additional languages are advantageous)

· Right to work in the UK (essential)

· Familiarity with FCA regulations and commercial insurance products (desirable)

· Experience with Acturis or similar CRM platforms (desirable)

Benefits Package

· Competitive salary with annual reviews and performance bonuses

· days' annual leave (including bank holidays)

· Company pension scheme

· Free on-site parking

· Health and wellbeing programme

· Access to exclusive discounts via our HR rewards platform

· Support for CPD and career development

About InsureSafeLine

At InsureSafeLine, we are building a culture of excellence, collaboration, and continuous growth. Our team is passionate about delivering outstanding service and building long-term client relationships. If you are looking for a role where your contribution truly matters — and where your career can flourish — we would be delighted to hear from you.

Please note: We are currently unable to offer visa sponsorship. Applicants must have the right to work in the UK.