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Account Executive/ Broker

2 months ago

Portsmouth, United Kingdom Vermelo RPO Full time
Account Executive / Broker – Portsmouth
Role Purpose
The purpose of the role is to provide quotations for New Business and Renewals and be a referral point for team members. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & 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.
There is the opportunity to earn commission with this position.
Key Skills and Experience
Strong customer service experience.

Willingness to develop into doing sales.

An understanding of the UK Insurance market or experience working in Insurance or Financial Services.

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 (this is advantageous but not necessary).
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.
About Us
Established in 1968, the company has over 50 years of experience and runs through a network of branches and brokers across the UK, supplying tailored insurance solutions and access to a broad array of insurers. Their commercial offerings cover areas like motor trade, taxi, commercial vehicles, and professional indemnity, while personal insurance includes car, motorcycle, household, and boat insurance