Our client is an established Independent Broker who has been trading for over 40 years. Through continued growth they are looking to recruit An experienced Personal Lines Account Executive.
Earning potential, Bonus structure based on commission income of 250 - 300K commission income inc fees up to 56K
This is a key revenue-generation role with responsibility for:
- Renewal of client accounts.
- Up-sales and cross-sales.
- Developing and maintaining a pipeline of prospective clients sufficient to achieve agreed sales targets.
ROLE OVERVIEW
This is a key client service role with responsibility for:
- As a personal lines executive, you will offer all the range of personal lines insurances - motor, home, travel, caravan, legal expenses
- Conduct telephone fact finds to gain detailed knowledge to understand customers' requirements.
- With extensive access to specialist insurers, search for the most competitive products best suited to individual customers.
- Proactive approach when following up outstanding sales quotes and closing quotes.
- Proactive when following up on leads passed from other departments, ensuring clients receive a prompt and quality focused service.
- Maintain sufficient pipeline of prospective clients.
- Fact finding on any lost quotes to keep up to date on our competitors.
- Obtaining e-traded insurance terms to meet client requirements.
- Maintaining positive and professional relationships with our underwriter partners.
- Negotiating with underwriters to obtain insurance terms to meet client requirements.
- Production and delivery to the client of clear and FCA-compliant sales documents
detailing recommended solutions.
- Answering client queries during the policy year in a prompt and constructive fashion.
- Checking the accuracy and completeness of policy documentation prior to dispatch
to clients.
- Assisting clients with claims issues.
- Collection of premiums/premium finance agreements.
Essential Knowledge: Good working knowledge of all or some of the following insurance contract
classes:
Motor
Home
Travel
Caravan
Legal expenses
EXPERIENCE & STUDIES
Essential: Minimum 2 years in a personal lines role.
Member of the CII and working towards Cert CII qualification, ideally.
Please be aware that only candidates with the above skills and qualifications will be considered for this role.
35K + Commission