Senior Motor Trade Account Executive

2 weeks ago

Croydon, United Kingdom Pib Group Full time

**Job Purpose**

This role is responsible for building and nurturing long-term client relationships, offering personalised insurance advice, and developing tailored solutions to meet clients’ needs. As the primary point of contact, you will ensure a seamless client experience by providing exceptional service and expert guidance. Your efforts will drive performance and revenue growth, with a focus on delivering good customer outcomes, client satisfaction, and business results.

**Key Responsibilities**
- Build and maintain strong client relationships, acting as a trusted advisor by leveraging all of PIB’s resources.
- Assess client needs and offer tailored solutions.
- Provide exceptional service by reviewing, arranging, and securing the most suitable coverage with competitive pricing.
- Drive income growth and client retention by enhancing transaction activity.
- Monitor and manage own performance to achieve business objectives by providing accurate forecasts and tracking progress against targets.
- Develop and manage a profitable portfolio of motor trade & general insurance business through insurer panels to meet branch goals.
- Collaborate with internal teams to ensure optimal outcomes for clients and support group-wide initiatives including Advisory.
- Cultivate client and insurer relationships to maximise business opportunities and meet KPIs.
- Continuously evaluate and update client insurance programmes, keeping them informed of market changes.
- Ensure timely and compliant processing across core systems, using PIB’s platforms effectively for accurate management and reporting.
- Document meetings and communicate relevant actions to the client service team.
- Follow company policies and procedures, proactively identifying and addressing potential issues.
- Report and help resolve breaches, complaints, and errors, while seeking continuous improvement based on QA and compliance feedback.
- Liaise with Finance and Credit Control to promptly address and resolve queries.
- Participate in meetings, events, and training sessions to fulfil CPD requirements.

**Required Skills/Qualifications**
- Motor Trade insurance experience is essential.
- Strong interpersonal and communication skills.
- Ability to build and maintain effective client relationships.
- Attention to detail and strong organisational skills.
- Ability to work independently and as part of a team.
- Commitment to delivering good customer outcomes and ensuring compliance.

**Why Join Us?**
- Competitive salary and benefits package
- Flexible working and holiday options
- Pension, enhanced parental leave, and life insurance
- Discounts on technology, travel, and leisure
- Learning and development opportunities
- Volunteering and charity support days

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

HP

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