Insurance Account Executive

The role
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Insurance Account Executive

Salary: circa £45K plus car allowance and additional benefits

Location: Based in our Oxted (Surrey) Office

Company: NFU Mutual's Surrey Agency

About the Role

NFU Mutual's Surrey Agency is seeking a professional and client\-focused Insurance Account Executive to join our growing team. This is a key role responsible for managing and developing a portfolio of established clients, including SME Commercial Businesses and High Net Worth personal lines. You will act as a trusted advisor, ensuring clients receive tailored insurance solutions that meet their evolving needs while delivering exceptional service at every touchpoint.

Key Responsibilities

• Manage and maintain a portfolio of existing clients across SME commercial and affluent homeowners.


• Continually develop a pipeline of prospects, actively working and converting into new business opportunities \& sales.


• Liaise with underwriters and internal teams to secure the best terms for clients.


• Review client policies regularly to ensure appropriate coverage and identify opportunities for enhancement.


• Build strong, long\-term relationships through proactive communication and high\-quality service.


• Handle renewals, mid\-term adjustments, and policy queries efficiently and accurately.


• Identify cross\-selling and upselling opportunities within the existing client base.


• Ensure all activities comply with FCA regulations and internal compliance standards.

• General insurance experience.


• Knowledge of commercial insurance and high\-net\-worth personal lines.


• You will probably be working in general insurance and looking for the next step up into account management, rather than an existing experienced portfolio account manager.


• Good communication and relationship\-building skills.


• Highly organised with strong attention to detail.


• Proactive approach with a focus on delivering client value.

• Competitive salary and performance\-related bonus


• Support for professional qualifications (CII)


• A supportive and collaborative working environment


• Opportunity to work with a respected, customer\-focused insurer


• Ongoing training and career development opportunities

• Work for a trusted, award\-winning UK insurer with an excellent reputation


• Be part of a values\-led organisation focused on long\-term relationships


• Join a supportive, people\-focused business with clear growth ambitions


• Enjoy a stable environment with opportunities to develop and grow

• Salary circa £45K


• Pension scheme


• Car Allowance


• Starting 23 days annual leave increasing by 1 day for every full calendar year’s service up to a maximum of 28 days plus bank holidays


• Your birthday off \& up to 5 days buy/sell holiday trading scheme

Please apply in writing with your CV to: Joanna Scott, NFU Mutual Surrey. joanna\_scott@nfumutual.co.uk

Closing date for all applications: 30th June 2026\.

Please note you will be employed by an Agent of NFU Mutual and not by NFU Mutual directly.

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