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Private Client Account Manager

2 months ago

Somerton, Somerset, United Kingdom Brown & Brown Full time
About the Role

We are seeking an experienced Private Client Account Executive to join our professional and welcoming team based out of our Somerton Head Office in Somerset.

Key Responsibilities
  • Service designated clients, ensuring that they are retained, and our company's income is maintained/developed, including client visits.
  • Work closely with other Account Executives and Directors to provide the highest standard service to customers.
  • Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work.
  • Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
  • Give instructions to insurers.
  • Ensure mid-term adjustments and declarations are processed and records updated.
  • Handle the invoicing of all premiums due.
  • Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
  • Obtain quotations for any relevant new policies/renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
  • Be aware of market conditions and the strengths and weaknesses of competitors.
  • Visits to customers where agreed.
  • Monitor trends, analyse results and prepare feedback to senior staff.
  • Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
What's on Offer
  • Negotiable salary package & additional benefits
  • Joint Pension contribution scheme