We are seeking a motivated and results-driven Commercial Insurance Broker (Account Executive) to join our Birmingham team. This is a fantastic opportunity to oversee a varied portfolio of commercial clients, offering exposure to new products and professional development.
You will be responsible for broking and managing an existing book of business, focusing on client retention, cross-selling, and upselling opportunities. With a strong emphasis on excellent customer service, you will also ensure compliance with FCA regulations and provide bespoke insurance solutions to meet each client’s unique needs.
Key Responsibilities
- Manage the renewal process, ensuring all renewals are invited on time and in compliance with FCA guidelines.
- Build and maintain strong, mutually beneficial relationships with clients, introducers, and insurers.
- Identify and capitalise on opportunities for cross-selling and upselling during renewals and mid-term adjustments (MTAs).
- Provide exceptional service by understanding client demands and needs, tailoring insurance solutions accordingly.
- Act as a trusted advisor, offering guidance on claims and ensuring a seamless client experience.
- Supervise or carry out accurate data capture for renewals and enquiries.
- Prepare detailed market presentations and execute broking exercises as instructed.
- Maintain accurate and detailed client records using Acturis and other IT systems.
- Adhere to FCA rules, GDPR, IDD, and company policies, ensuring fair treatment of clients.
- Consistently uphold high standards of integrity, professionalism, and diligence, ensuring all actions align with proper market conduct.
- Regularly report to senior management on performance metrics and activities.
- Commit to ongoing learning and development through CPD programmes, ensuring professional standards are upheld.
Skills and Qualifications
- Excellent written and verbal communication skills, with the ability to confidently engage with clients and stakeholders (required).
- Strong organisational and time management skills, capable of prioritising workloads and meeting deadlines (required).
- A proactive mindset with a demonstrated ability to identify opportunities and deliver results (required).
- Minimum 1 year in a sales, account management, or insurance broking role (required).
- Fluent English speaker (required); additional language skills are advantageous.
- Right to work in the UK (required).
- Strong knowledge of commercial insurance products and current market conditions (preferred).
- Proficient in Acturis or similar CRM software and Microsoft Office Suite (preferred).
- Familiarity with FCA regulations, GDPR, and IDD standards (preferred).
Rewards & Benefits
When you join us, you’ll be part of a supportive culture and enjoy a competitive package that includes:
- Competitive salary with an annual pay review and an attractive bonus scheme.
- 28 days’ annual leave, including bank holidays.
- Auto-enrolment into our excellent pension scheme.
- Access to our HR app, offering rewards, discounts, and special offers from retail shops, cinemas, holiday packages, and more.
- Opportunities for career progression and professional development.
- Support to complete Continuing Professional Development (CPD) as part of your role.
About Us
InsureSafeLine is a young, dynamic, and independent insurance brokerage committed to delivering bespoke, market-leading solutions. At the core of our business is a strong customer focus, underpinned by the highest standards of professional integrity. We don’t just provide insurance — we build trusted, transparent, and personalised partnerships that protect what matters most to our clients.
As a growing company, we are passionate about expanding our presence in the market while maintaining unwavering dedication to customer satisfaction. We foster a collaborative and supportive workplace where employee development and wellbeing are key priorities. We believe that motivated and engaged teams are the foundation of exceptional service and outstanding results.
Please note: We are currently unable to support visa sponsorships. Applicants must have the right to work in the UK.
Job Types: Full-time, Permanent
Pay: From £26,000.00 per year
Additional pay:
- Performance bonus
- Yearly bonus
Benefits:
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Store discount
Schedule:
- Monday to Friday
Education:
- A-Level or equivalent (required)
Language:
- English (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
Application deadline: 06/06/2025
Reference ID: InsureSafeLine - Account Executive
