Account Executive/Account Director

2 weeks ago

Liverpool, United Kingdom Scope Personnel Full time

commercial insurance, whilst ensuring full FCA compliance.
To generate revenue for the business and ensure a quality service is provided to all customers in
Achieve all numerical targets and key performance indicators while maintaining full adherence to the
To personally deliver, and work closely with the wider team, to ensure a superior service is provided to
all clients, colleagues, and suppliers in accordance with our service standards, values, and behaviours.

Key Performance Indicators:
Ensure all Key Performance Indicators are achieved (renewal commission & fee income, new policies to existing clients commission & fee income, premium finance income, administration fee income, volume of quality recommendations generated) and are attained compliantly with regulator.
To ensure our client service standards are always met.
To always operate within the guidelines of the regulator, company policies, procedures, conduct policies and guides to best practice.
To always support and demonstrate the values of the business to clients, staff, and suppliers.

Commercial Business:
Claims
?General Policy Queries
?Premium Financing ArrangementsIndependent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v1 03.Establish and maintain a data base of new business prospects.
Closing the sale and ensuring the cover is on risk.
Monitor own sales performance in line with targets and effectively manage the client portfolio.
Handle any complaints in accordance with company procedures and regulatory requirements.
Conduct learning, training and assessment exercises, identify further areas for development as required.
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
Ensure compliance to the companys employment policies and procedures as contained within the
Complete training plans and record Continuous Professional Development (CPD) as required by the regulator within agreed timescales.Independent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v1 03.Handle any complaints in accordance with company procedures and regulatory requirements. Conduct learning, training and assessment exercises, identify further areas for development as required.
Take ownership for your own personal development, where possible seek out and identify appropriate training or learning experiences.
Attend in house training and external training courses as agreed.
Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act (2018) and Company policies.
Work at all times within strict confidentiality guidelines and the principals of the Data Protection Act

Maintain all computer files in accordance with company standards and written procedures.
Adherence to the company procedures in relation to collection of payments and creation of premium finance agreements to ensure low debt levels as evidenced in the accounts debtor report.
Display behaviours that support a positive culture in the working environment. Ensure Health and Safety procedures are followed, and the office is kept clear and presentable.
Maintain a high level of productivity providing an excellent level customer service. Adopt good time management, keeping to prescribed timescales in line with the process guide.
Monitor own performance in line with targets and accept feedback from your line manager in a constructive manner.
Support other team members to achieve their targets and challenge poor behaviour in a constructive manner.
Maintain an awareness of the aims and objectives, policies and practices of the company.

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