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Insurance Account Executive

3 months ago

Horsham, United Kingdom The Administration Hub Full time

Salary:£28-£40K with OTE of £37-£60K depending on experience

Benefits:

30 Days Holiday (plus Bank Holidays)

Fully Funded CII Qualifications & Apprenticeships

Monthly Health & Wellbeing Benefits

Clear Career Pathways

Permanent, full-time (9am to 5.00pm - Monday to Thursday, 4pm finish on Fridays)

Summary:

We are looking for an Account Executive to join an award-winning, independent corporate insurance broker. Born upon a clear ethos to exceed client expectations at every stage, our client is highly regarded throughout the UK for their refreshing approach. With their enviable relationships within the Insurance market and a loyal client base who they’ve worked with for 25 years and counting, they deliver quantifiable value to many businesses as a trusted insurance partner. Their priority is to have a supportive workplace culture where employees are positive about what they do.

This role will be to seek, develop and build a book of business in line with the company’s desired industries and overall strategy, providing robust support and advice to clients, and achieving personal targets on a monthly basis. Working in accordance with company procedures and regulatory requirements including the FCA Conduct Rules at all times.

If you’re passionate about delivering client service excellence and being part of a team and are looking for a fast paced, flexible and rewarding role then is the place for you.

Key Responsibilities:

  • Managing your book of clients, providing support and advice throughout the policy period

  • Responsible for organic growth of the book of business, in line with your personal target.

  • Ensure that your personal New Business target is met or exceeded each month.

  • Follow company procedures to ensure that clients are dealt with promptly.

  • Embrace and deliver a client-centric ethos throughout the business

  • Management of company data in line with procedures, keeping an accurate diary and building a healthy pipeline.

  • Respond to enquiries from clients and suppliers in a pro-active manner in line with company SLAs.

  • Complete the key "fact finding" task to identify clients’ requirements and provide suitable quotations and solutions to fulfil their needs.

  • Deal with any actions attaching to existing clients on mid-term adjustments and claims, in line with SLAs.

  • Contact renewal clients in advance of renewal in line with company procedures.

  • Scrutinise quotation and renewal documentation received from insurers to ensure correct prior to issue, communicate all endorsements clearly ensuring they are fully understood.

  • Undertake 35 Hours (minimum) CPD per annum.

Qualifications and Experience:

  • 2 years minimum experience ideally but will take less with the right passion and attitude

  • Lead generation experience

  • Confidence to pick up the phone and create new business

  • Highly organised

  • Self-starter

  • Proactive

  • Passion & drive to succeed

  • Desire to be part of a growing team

  • Excellent communication skills

  • Experience in the construction sector (bonus)