Insurance Account Executive

5 months ago


Sheffield, United Kingdom Glu Recruit Full time

**Ref: 341**

**Role: Insurance Account Executive**

**Location: Sheffield**

**Salary: up to £35,000**

**Benefits**:

- Competitive starting salary - DOE
- Opportunities for you to progress and develop further
- Opportunities to gain CII qualifications, we support you in obtaining CII qualifications
- Healthcare cash plan
- Pension Scheme
- Free Parking
- Free Costco Card
- On-site canteen
- Death in service
- Employee Assistance Programme

Our client has grown to become a combined group of over 300 people across a number of specialist businesses. They have grown their expertise to include a broad range of legal services for individuals including Residential Conveyancing, Civil Litigation, Employment Law, Wills & Probate and much more.

**The role**:

- Support the development of a pipeline of new business opportunities originating from personal prospecting activity, including some face-to-face meetings and telephone account management
- Proactive contact of existing clients not only to identify business growth opportunities but also to conduct ‘oversight’ activity
- Conversion of active opportunities into live work by taking the lead in managing the partner on-boarding and contract processes
- Support with the Lexelle Marketing Plan, partner meetings and engagements with well planned, structured and documented deliverables including follow up communication appropriately logged on the CRM system
- Support with the preparation and delivery of proposals, presentations and tender responses and involvement in the review of contractual agreements with potential new and existing clients as required in addition to assisting with due diligence requirements and any subsequent audit activity
- Support to deliver social media updates and communications
- Support with hospitality activity
- Ensuring that the Lexelle MI Reports are produced to deliver monthly reports as requested by broker partners
- Fielding calls and assisting with broker and direct enquiries as necessary
- Undertaking benchmarking re-covers and pricing for products that Lexelle distribute and oversight of partners to ensure compliant distribution of products and services
- Production of information for monthly Operational Report submissions and attendance at meetings as required
- Follow company and underwriting procedures for development and onboarding of new schemes
- Maintain CRM system
- Liaise with Operations to ensure broker records/agreements/rates are maintained and accessible in an efficient manner
- Competently plan work and meet deadlines
- Listen to clients and customers and communicate effectively
- Demonstrate a sound knowledge of insurance and FCA compliance requirements
- Investigate and resolve issues
- Work to high levels of accuracy
- Work on your own initiative
- A full driving licence is not essential but would be advantageous

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

**Salary**: Up to £35,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person



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