PI Account Executive - Capio Recruitment Insurance : Job Details

Location: Wakefield

Salary: £40,000 - £60,000

About the Company:

Our client is a thriving, forward-thinking insurance broker based in Wakefield, offering exceptional career growth opportunities and hands-on development in insurance broking. If you're looking for an environment that prioritizes employee progression, this is the perfect place for you.

Join a company committed to your success, with annual salary reviews, a comprehensive benefits package, performance-based bonuses, and the option for hybrid working.

The Role:

We're on the lookout for a motivated, ambitious, and results-oriented Financial Lines Account Executive to specialise in Professional Indemnity Insurance across various sectors.

If you have a proven track record in sales, excellent communication skills, and a deep understanding of professional indemnity and insurance products, this is your chance to shine. You’ll be responsible for driving new business, managing client relationships, and consistently exceeding sales targets.

Working closely with the Divisional Director, you’ll take a proactive approach to client management, responding to inquiries and supporting the wider team's strategic goals.

Key Responsibilities:

• Identify and pursue new business opportunities.
• Build and maintain strong client relationships.
• Collaborate with the Divisional Director to meet and exceed key objectives.
• Act as a trusted adviser for your clients, providing expert advice and solutions.

Requirements:

• Proven experience as a Client Account Executive in Financial Lines or D&O Insurance.
• CII qualification (or willingness to work towards it).
• Client-focused approach with excellent communication skills.
• A valid driver’s license.
• Up to 5 years of experience in a similar role.

Alternate Job Titles: SME Account Handler, Commercial Account Handler, Broker, Insurance Technician, Insurance Adviser, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Client Adviser, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant, PI Account Executive, Financial Lines Account Executive, PI Broker

Referral Bonus: Know someone perfect for this role? Refer a candidate and you could earn a referral fee upon a successful placement.