Employee Benefits Account Executive

This role is ideal for someone who thrives on building strong client relationships, delivering excellent service, and ensuring compliance in a fast-paced professional services environment.

About the Role

As an Account Executive, you will manage a portfolio of Group Health clients, supporting both new business opportunities and existing accounts. You’ll work closely with consultants to prepare documentation, service and renew policies, and identify opportunities for growth. The role requires strong organisational skills, attention to detail, and the ability to balance client service with regulatory compliance.

Key Responsibilities

• Manage the administration of a portfolio of clients and new business opportunities.
• Support consultants with preparation of documentation, quotations, and proposals.
• Ensure compliance with FCA requirements, maintaining accurate records.
• Build and maintain successful client relationships, providing a high level of service.
• Service and renew existing policies while seeking opportunities for expansion.
• Liaise with clients and healthcare providers on queries and problem-solving.
• Maintain and develop business information systems and databases.
• Contribute to ad-hoc projects and promote the business professionally at all times.

Skills & Experience

• Strong client management and negotiation experience (insurance or wider professional services sector preferred).
• Proven background in a customer-focused environment.
• Proficiency in Microsoft Word and Excel (PowerPoint basic level).
• Excellent written and verbal communication skills.
• Highly organised, with the ability to prioritise, meet deadlines, and produce high-quality work.
• Proactive, adaptable, and able to work both independently and as part of a team.

This is a fantastic opportunity to join a supportive and professional environment where your contribution will be recognised. You will play a key role in delivering outstanding service to clients, while also developing your skills within the health insurance sector.

Please quote 51894 when calling Richard at Alexander Lloyd or email them at rdo@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.