Commercial Insurance Specialist

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Ecclesiastical Insurance Group Full time
About the role

Lansdown Insurance Brokers, part of the Benefact Group, is seeking a Commercial Account Executive to join our Cheltenham office.

This is a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

The role holder will deliver exceptional client service, acting as part of the Commercial Sales Team, and supporting the Lansdown "right first time" approach to customer service.

Key Responsibilities
  • Develop, negotiate, and profitably sell business within own authority and in line with Lansdown's strategy.
  • Plan, prioritise and manage individual work to deliver agreed objectives and meet SLAs to deliver exceptional customer service.
  • Use the appropriate method of communication to support Lansdown's right first-time approach in order to maintain successful Internal and External relationships.
  • Understand and operate within regulatory framework and identify and escalate any risks to the business.
  • Service existing Lansdown clients - Commercial and Residential Property.
  • Assist in the growth of Lansdown - New Business and Renewals.
  • Meet set targets agreed upon.
  • Perform any other duties required from time to time.
Knowledge, Skills and Experience
  • Excellent, professional, and confident communication skills.
  • Good understanding of general insurance, preferably property.
  • Proven sales ability.
  • Flexibility.
  • Ability to manage workload.
  • Ability to develop relationships with clients, agents, insurers etc.
  • Ability to construct effective written communications.
  • Work well within a team, especially under pressure.
  • Confident numeracy skills.
  • Qualified Cert CII or commitment to work towards within an agreed timescale.
  • Market, Industry and Company knowledge.

IT Skills

Preferred:

  • MS Office
  • MS Outlook
  • Open Gi
What We Offer
  • A competitive salary - let's discuss it.
  • Hybrid working.
  • Competitive Personal Pension.
  • Bonus scheme.
  • 22 days annual leave plus bank holidays.
  • An array of health and wellbeing benefits, including private healthcare.
  • Volunteer day.
  • Onsite parking.
  • Full study support and study leave to complete insurance industry professional qualification.
  • EAP Scheme.


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