Account Executive - Advantage Group : Job Details

An excellent opportunity has arisen to join a growing team in York, within a dynamic company that fosters a positive and collaborative work environment.

Our client is an independent specialist insurance brokerage, focused on providing tailored solutions for SME Commercial and Private Clients across various industries.

Committed to delivering expert advice and a personalized service, they consistently strive to exceed client expectations. They are looking for a motivated, client-focused individual with strong interpersonal skills who excels in a challenging environment.

Key Responsibilities:

• Identify and pursue business opportunities through networking, referrals, and industry connections, converting prospects into long-term clients by offering tailored insurance solutions.
• Strengthen relationships with existing clients, ensuring their policies are regularly reviewed and adjusted to meet evolving needs, while fostering client retention and satisfaction.
• Maintain up-to-date knowledge of FCA regulations, ensuring all interactions and documentation meet industry standards, mitigating potential risks.
• Follow company protocols to ensure accurate client data management, policy processing, and overall operational efficiency.
• Approach all tasks with diligence and precision, proactively addressing issues to safeguard client interests and uphold company standards.
• Represent the company with professionalism and integrity, ensuring all communications and actions align with the company’s commitment to delivering exceptional service.

Key Skills:

• Highly motivated and results-driven
• Strong interpersonal and communication abilities
• Ability to work under pressure and meet deadlines
• Exceptional attention to detail and organizational skills
• Eagerness to learn and develop within the role
• Collaborative and effective in a small team environment

Candidate Experience:

• Minimum of 2 years’ experience in the insurance industry
• Cert CII qualification or higher
• Familiarity with Acturis (advantageous but not required)

Benefits:

• Competitive salary with performance-based incentives
• Private medical insurance
• Pension scheme