Commercial Insurance Account Manager

6 days ago

Harrogate, North Yorkshire, United Kingdom CLD Recruitment Full time

Job Summary:

We are seeking an experienced Account Executive to join our team at CLD Recruitment. As an Account Executive, you will be responsible for maintaining relationships with multiple insurance companies and managing accounts on a day-to-day basis.

Key Responsibilities:

  • Maintaining relationships with multiple insurance companies to negotiate and obtain quotes, binders, endorsements, etc.
  • Cross-selling products to potential customers and managing renewals per month.
  • Confirming renewals with customers and ensuring details are still the same and insurance is still relevant for the customer's needs.
  • Negotiating renewals for existing customers and obtaining information and documentation from new and existing clients.
  • Chasing aged debt from your dedicated book of accounts and ensuring credit agreements are signed by the client in good time.
  • Independently managing accounts on a day-to-day basis, coordinating all services, answering all questions, and resolving problems that may arise.

Requirements:

  • Recent Commercial Account Executive experience across multiple lines/classes of Insurance is highly desirable.
  • Demonstrated success in overall customer service and proven sales track record.
  • Acturis experience is desirable.
  • GCSEs A-C in English and Mathematics.
  • Professional qualifications (Cert CII/Dip/ACII) preferred.
  • Intermediate to advanced-level proficiency with Microsoft Office.
  • Ability to work with internal and external clients at all levels.
  • High level of organisational ability.
  • High degree of self-discipline and motivation.
  • Problem-solving skills and proven analytical skills.
  • Ability to work independently and apply education and professional experience to achieve outstanding results.
  • Team player with a strong work ethic.
  • Effective, professional verbal and written communication skills.
  • Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships.
  • High level of maturity and stability with an 'optimistic' approach.

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