Account Executive

**Job Title: Hybrid Working - Account Executive** **Main purpose of the role** - Proactively seek and acquire new clients to expand the commercial book of business. - Nurture a pipeline of quality prospects using a marketing led approach. - Identify opportunities to cross-sell products from a portfolio of specialist cover. - Provide expert knowledge, advice and service to your clients, becoming an extension of their management team. **Key Responsibilities and Deliverables** - Generate and nurture leads through to completion, ensuring that agreed income targets are met. - Service and renew a client account to agreed expectations and targets. - Proactively manage an existing pipeline of leads, working closely with the marketing and telemarketing team. - Ensure client relationships are nurtured throughout the client lifecycle, with an emphasis on understanding the needs of the client and the risks they face. - Proactively manage pipelines, identifying new business opportunities. - Conduct comprehensive insurance programme reviews with new and existing clients, either by telephone or face-to-face, ensuring all demands and needs are recorded and met. - Conduct gap analysis on existing insurance programmes and identify opportunities to cross-sell specialist covers. - Represent clients to the market in a professional and diligent manner by producing quality risk presentations. - Maintain systems and records to the highest possible standards, in accordance with compliance guidelines. - Prepare and issue all client documentation to clients in accordance with compliance guidelines. - Maintain strong working relationships with our partner insurers. - Work with underwriters and insurers to negotiate the best possible terms for clients at new business, renewal, and in the event of a claim. - Develop and manage relationships with key stakeholders both internally (managers, other departments) and externally (professional services, insurers, suppliers). - Continual Professional Development to maintain market leading knowledge in your chosen sector. - Operate within the published policies and procedures of the company. - Participate in a weekly Sales Team Meeting with the Sales Manager to discuss team performance, pipeline activity, weekly progress reports and KPIs. - Monthly 1:2:1 with the Sales Manager to discuss individual performance, KPIs, personal and professional development and targets. **Skills** - Energetic, highly motivated with a determination to succeed. - Ability to work well under pressure. - Excellent communication skills, both written and verbal. - An active listener who attends to the client’s needs. - Entrepreneurial attitude that is excited about the growth of an independent insurance broker. - Excellent interpersonal skills, effectively managing relationships across teams, departments and with third party contacts. - Ability to prioritise tasks and manage a busy workload, ensuring requests for support are met in a timely manner. - Strong problem solving skills, with the ability to think "outside of the box". - Detail orientated with the ability to critically analyse documents. **Knowledge & Experience** **Essential** - A minimum of two years’ experience in a commercial insurance role. - Proven track record of working within a sales environment, generating new business, and working towards income targets. - Delivering results to tight deadlines. - A minimum insurance qualification of Cert CII (or working towards). - Comprehensive knowledge of the UK General Insurance industry having previously worked within a growth orientated commercial insurance business. - Experience of managing and growing a portfolio of business. **Desirable** - Previous experience using Acturis for sales administration and renewals. - Relationship building skills within the insurance market and wider business community. - An awareness of key market trends, people of influence and emerging risks.