Account Executive

2 weeks ago


Plymouth, United Kingdom A for Appointments Full time

**Account Executive**

Full time

Permanent - office based

Plymouth

A thriving and nationally expanding Insurance company are looking for a driven Account Executive to join their friendly, fast-paced office based in Plymouth. This would suit someone from a commercial background in motor or fleet insurance.

**Purpose**

**Key Responsibilities**

Working in accordance with procedures, standards & guidelines set:

- Continuously identify areas for improvement and provide potential solutions to the
- company and reduce costs.
- 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 liaise 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.
- to.
- Required to be a referral point within the Branch.
- Ensure that you remain compliant in everything that you do; including but not limited to
- treating customers fairly, contract certainty & vulnerable customers.

**Technical Knowledge**
- Understand the legal principles of insurance and insurance contracts.
- Work in line with the Financial Conduct Authority

**Skills and Competencies**
- Minimum 2 years’ experience working within a broking or underwriting environment.
- Competent in windows-based programmes; word, excel, outlook and internet.
- Excellent communication skills: written and oral.
- Strong negotiation and interpersonal skills.
- Good time-keeping, organisation and able to work under pressure
- Ability to work alone and as part of a team.
- Positive can-do attitude.

**Desirable**
- Educated to GCSE level an advantage.
- Cert CII qualification an advantage.



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