Account Executive Insurance Sales

4 weeks ago


Tunbridge Wells Kent, United Kingdom PP Associates Ltd Full time

My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their high street branch in Tunbridge Wells.

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.

Adhere to all company policies and procedures.

* Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.

* EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.

* Ensure that telephone calls are answered & dealt with promptly & efficiently.

* 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.

* including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Competent in windows-based programmes; word, excel, outlook and internet.

* Ability to work alone and as part of a team.

* Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC)The above represents the key responsibilities within your role. Required to understand the legal principles of insurance and insurance contracts including the companies obligations to insurers.

* Required to understand technical knowledge product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.


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