Account Executive – Financial Lines

Role Overview

• Assist in the management and servicing of a portfolio of Financial Lines clients across a range of industry sectors.
• Support the placement and renewal of Financial Lines insurance programmes.
• Develop strong working relationships with clients, insurers, and internal stakeholders.
• Assist with preparing renewal strategies, market submissions, and presentations.
• Obtain and negotiate quotations from insurers to secure competitive coverage and pricing for clients.
• Support senior team members in identifying cross-selling and upselling opportunities.
• Prepare policy documentation, endorsements, and renewal reports.
• Handle day-to-day client queries and provide prompt and professional support.
• Liaise with insurers regarding policy coverage, claims-related queries, and policy amendments.
• Maintain accurate client records and documentation in accordance with regulatory requirements.

Requirements

• Minimum 1–3 years’ experience within the Commercial insurance industry.
• Strong experience handling Professional Indemnity, Directors & Officers and/or Cyber insurance products.
• Demonstrated ability to manage corporate and commercial client relationships.
• Strong technical understanding of Financial Lines insurance products and policy wordings.
• Excellent negotiation and communication skills.
• Ability to analyse complex risks and provide practical insurance solutions.
• Strong organisational and time management skills.
• Proven ability to work independently while contributing to team objectives.
• CIP qualification as a minimum requirement.
• Experience within a specialist Financial Lines team.
• Exposure to professional services, technology, healthcare, construction or corporate clients.

Benefits

• A career that you define.
• Flexible hours or hybrid working if required.
• Training sessions to develop technical knowledge.