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Commercial Insurance Account Executive
4 months ago
Commercial Insurance Account Executive – Book to take over Location – North Reading Salary – up to 60k basic (DOE) (Negotiable)– bonus, Pension, Medical cover, Life Insurance Our client is at the forefront of Commercial and Corporate Insurance broking Our client is a leading Independent Broker with a reputation of employing some of the most respected insurance professionals in the market they are now looking to add to their existing office an experienced Account Executive to Service and Existing Book of cross class Commercial Insurance Business Our client trades on an open market policy allowing access to all markets to provide the client base with the most competitive terms and cover available from Provincial and Lloyds Markets This role requires the individual to be responsible for carrying various functions, including but not limited to the following:
- To administer, service and manage new and existing clients, including visiting clients, obtaining risk information, administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.
- Maintenance and growth of existing book of business to meet monthly and annual targets. To sell and cross-sell insurance products according to clients demands and needs and to secure new business form client referrals or leads generated by yourself/the company.
- Keep detailed records of all correspondence with clients, insurers and third parties including telephone transcripts and emails. All functions to be performed by fully utilising the Acturis broking software.
- Broking Experience: At least five years’ broking experience dealing with commercial insurance product lines, in an account manager/account executive role within a general insurance brokerage.
- Product Classes: Technically very competent on commercial insurance classes including
- Computer Skills: Proficient in MS Word, Excel, Outlook, PowerPoint etc.
- Organisation: You must have the ability to multi-task and manage workload priorities to meet required timeframes.
- Teamwork: As you will be part of a small team, you will need to work effectively with other staff members. You will need to be accurate, meticulous and reliable and have a positive attitude showing tolerance to workload execution/ colleagues and management.
- Familiar with broking software Acturis and insurer e-trade quote portals.
- CII insurance qualification desirable but not essential
