As an Account Executive, you will provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone, in person in branch and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication and negotiation skills.
You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.
**Key Responsibilities
- Adhere to all company policies and procedures.
- Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
- Delivering good outcomes for customers and putting the customer's interests first.
- Ensure the customer understands what we sell and support the customer in any way you can.
- Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
- Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client's demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
- Calculate New Business premiums in accordance with the specific carrier's risk appetite and guidelines or consult with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered & dealt with promptly & efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Identify complaints and refer to the necessary complaint handler.
- Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
Skills and Competencies
- Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
- An understanding of the UK insurance market, including trends, risks and regulatory changes.
- The ability to understand diverse client needs, including specific industry risks and business objectives.
- Highly organised with an ability to prioritise and deliver allocated tasks.
- Be positive, enthusiastic and motivational about what you do!
- Experience working within a broking or underwriting environment.
- Cert CII qualification is an advantage.
Benefits:
- Enjoy company-funded healthcare cash plans
- Enhanced pension with up to 5% employer match, or standard auto-enrolment (5% EE, 3% ER).
- Peace of mind with 4x your annual salary in life assurance.
- Retail and restaurant discounts