Insurance Executive
£35,000 - £40,000
Monday – Friday – 35 hr week
South Kent
An established financial services firm is currently seeking an experienced Insurance Executive to manage a portfolio of both personal and commercial clients. The ideal candidate will have a solid background in handling both advised and non-advised insurance policies, with a focus on delivering in-person client reviews. Strong relationship management skills are essential, as the role is key to fostering long-term client loyalty and ensuring high retention rates.
Duties include:
- Develop and maintain up-to-date knowledge of relevant insurance products and claims processes, in line with required licensing and compliance standards.
- Manage a varied portfolio of clients, offering tailored advice and solutions that suit both individual and business needs.
- Hold all client meetings in a professional, positive manner
- Identify and act on cross-selling opportunities within the existing client base to support business growth
The successful candidate must have/be:
- Proven experience within the insurance sector or other regulated environments
- Strong analytical and problem-solving abilities
- Possess a valid driving license and access to own transport
- Proficient in IT with solid technical skills
If you feel you meet the above criteria, please apply online for immediate consideration.
This role is being handled by Holly Ensoll, Business Support Consultant for Pearson Whiffin Recruitment.
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