CareerPlan

Account Executive

Bournemouth, England, GBFull-time2026-11-01 → 2026-11-10
Hybrid

Core

Account Executive for Real Estate team managing insurance renewals, generating new business, and providing guidance on insurance requirements.

Role type

Account Executive (Sales)

Builds

Insurance policies and client relationships for real estate clients

Domain

Insurance / Real Estate

Deliverable

product features

Required skills

relationship building, communication, target management, attention to detail, organizational skills

Preferred skills

customer service experience, sales experience, insurance experience, CII qualifications

Responsibilities

Build and maintain strong relationships with existing and prospective clients, Manage insurance renewals and retain existing business, Generate new business opportunities through warm leads and client referrals, Handle inbound enquiries, mid-term adjustments and cancellations, Provide support and guidance to clients regarding their insurance requirements, Work closely with freeholders, directors and Right to Manage companies, Ensure all activity is completed accurately and in line with regulatory requirements