Accounts Executive

5 days ago

Tewkesbury, United Kingdom Qualitas Partnership Ltd Full time

**Role Profile - Account Executive**

**Our commitment to you**

We will help you to: be better skilled, incredibly employable, have great opportunities and purposeful work.

This role is part of our Accelerate program which includes the opportunity to gain professional qualifications from the Chartered Insurance Institute up to ACII level and a Degree in Insurance over a 4 year period.

**Reports to**

Insurance Director

**Role purpose**

To enhance our ‘client partner’ ability to endure so that they can stay in the game and realise their ambitions - by arranging high quality insurance protection.

Providing a professional, expert and effective service to existing clients and for enquiries from new clients

Promoting meaningful products and services to our target markets

**Key accountabilities**
- Manage enquiries relating to policies for existing clients (including renewal and adjustments) and potential clients.
- Manage the placement of new risks and the renewal of existing business liaising with insurers and partners to - meeting clients’ needs and presenting the most suitable and cost-effective cover options.
- Provide claims support so partners can endure. Follow up with insurers and loss adjusters to progress outstanding matters and facilitate speedy resolution.
- Run and contribute to marketing campaigns for target markets, including preparing e
- shots and giving input to other marketing communications.
- Contribute to the establishment of and adopt our office procedures to ensure we are effective in delivering a great partner experience and compliance requirements are met.
- Develop knowledge/skills with a commitment to continuous learning and team sharing.
- Contribute innovative ideas for business improvements and creating a competitive edge.

**Key commitments ** be open, be accountable, create opportunities for others

**Relationships**

Builds strong, productive relationships with team members, clients and insurers based on respect and fairness.

**Traits**

Resilient, Energetic, Ambitious (to be your best and seize opportunity), Consistent

1

**Role Profile - Account Executive**

**Qualifications and experience**

Maths / English GCSE (equivalent to grade 4/C or above).

Further Education at A Level or equivalent or other development experience post education.

2 years in the insurance sector (preferably with a commercial insurance leaning).

Commitment to completing our Accelerate program.

Commitment to obtaining CII qualifications.

**Skills and competencies**

Communication skills**

Negotiation and placement of risks**

Planning and organising**

Relationship management

Systems (including use of CRM, Outlook, Word and Excel)

**Knowledge**

Insurance products and services**

Technical competencies**

Insurance company and market knowledge**

Intermediary operations**

Claims handling**

**Key performance indicators**

Continuous learning

CII qualifications (Cert CII, Dip CII and ACII)

Delivery of a great partner experience - Client feedback (including recommendations and referrals), Team feedback, Sales and Retention, Internal and Regulatory Compliance

(including FCA conduct rules, data security)

2

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Tewkesbury, GL20 5SB: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- insurance: 2 years (required)

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