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Commercial Insurance Account Manager
1 month ago
Job Title: Commercial Insurance Account Manager
Job Summary:
We are seeking a highly motivated and experienced Commercial Insurance Account Manager to join our team at CLD Recruitment. As a key member of our team, you will be responsible for maintaining relationships with multiple insurance companies and managing a portfolio of accounts.
Key Responsibilities:
- Maintaining relationships with multiple insurance companies to negotiate and obtain quotes, binders, endorsements, etc.
- Cross-selling products to potential customers and managing 30-40 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, including 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.
