Role Overview
The purpose of this role is for an experienced Account Executive to work within a dynamic team setting. The role entails working on commercial accounts with an Account director and managing and developing an established commercial book of business.
Reporting
Reports To: Team Lead, Commercial Lines
Key Internal Relationships
* Regional Manager & Regional Director
* Account Directors
* Account Executives
Key External Relationships
* Customers
* Insurance companies
* Credit Management
Responsibilities
* Responsible for client insurance requirements including inviting, securing and documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures
* Provide account support to Account Director(s) on clients.
* Ensure agreed processes are followed in all matters
* Manage aged debt and premium collection
* Comply with all management audit requirements
* Build effective working relationships with all customers by establishing trust, anticipating needs, sharing information and meeting commitments
* Deal with any issues that customers may have with queries, quotes etc.
* Portray a professional image to meet or exceed customer service standards
* Take personal responsibility for delivering the highest level of accuracy and quality in your work
* Deal with requests and enquiries from customers, staff and management in a professional and timely manner
* Work closely with designated Account Director.
* Working as part of a team environment to ensure all customer needs are met
* Working together to ensure the team is on track to meet monthly and yearly targets
* Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards.
Compliance
* Work with the team manager and compliance teams in ensuring that quality of file records meets prescribed standards.
Requirements
* Minimum CIP Qualification
* Candidate must demonstrate the ability to work in a team environment
* Strong communication skills are essential
* Possess a positive, can do attitude with the ability to adapt to and embrace change
* Attention to detail
* Possess the ability to manage deadlines & prioritise workload
* Demonstrate good technical & product knowledge
* The ability to prioritise workloads and adapt to unforeseen events
* A good degree of personal organisation and a structured approach to time and resource management
Person Specification
* Previous Open I experience
* Proficient in Office, including Outlook, Word & Excel
* Friendly and assertive manner on the phone
* Ability to develop relationships with insurers and clients
* Willingness to learn & develop
* Strong work ethic
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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