Overview
We are looking for a Personal Lines Account Executive to manage a general book of business across personal insurance lines. This role covers day-to-day servicing, basic finance administration, and handling queries from new and existing clients. You will be APA qualified and actively working towards CIP and you must have brokerage experience.
This is a hands on role suited to someone who enjoys client interaction, problem-solving, and taking ownership of their work.
Key Responsibilities
- Manage a portfolio of personal lines clients including motor, home, and related products
- Handle new business enquiries, mid term adjustments, renewals, and cancellations
- Deal with client queries by phone and email in a clear and professional manner
- Support basic finance tasks including invoicing, payments, and account queries
- Ensure all documentation is accurate and compliant with regulatory standards
- Liaise with insurers to obtain quotations, cover terms, and policy amendments
- Maintain accurate records on internal systems
- Provide consistent, high quality service to retain and grow the client base
Requirements
- APA qualified
- Actively working towards CIP
- Experience in a personal lines insurance role
- Strong understanding of personal lines products and processes
- Comfortable handling basic financial administration
- Excellent communication skills with a client focused approach
- Strong attention to detail and organisation skills
- Ability to manage workload and prioritise effectively
