The purpose of this role is a client executive position working within a dynamic team setting. The role involves managing commercial accounts alongside an account director and developing an established commercial book of business.
Sales And Activity Management
1. Responsible for client insurance requirements, including inviting, securing, and documenting renewals, as well as handling mid-year alterations and claims in line with protocols and procedures.
2. Achieve individual income targets.
3. Provide account support to Account Director(s) for set clients or on an ad hoc basis as requested.
4. Meet upsell and cross-sell targets.
5. Ensure all processes are followed correctly.
6. Manage aged debt and premium collection.
7. Comply with all audit requirements.
Customer Relationship Management
1. Build effective relationships with customers by establishing trust, anticipating needs, sharing information, and meeting commitments.
2. Address customer issues, queries, and quotes effectively.
Customer Service
1. Maintain a professional image to meet or exceed customer service standards.
2. Ensure high accuracy and quality in your work.
3. Handle requests and inquiries from customers, staff, and management professionally and promptly.
Team Collaboration
1. Work closely with designated Account Director(s).
2. Collaborate with the team to meet all customer needs.
3. Contribute to achieving monthly and yearly targets.
Compliance
1. Work with team managers and compliance teams to ensure file records meet standards.
Requirements
1. Minimum APA qualification, working towards CIP qualification.
2. Ability to work effectively in a team environment.
3. Strong communication skills.
4. Positive attitude, adaptable to change.
5. Attention to detail.
6. Ability to manage deadlines and prioritize workload.
7. Good technical and product knowledge.
8. Organized with a structured approach to time and resource management.
Person Specification
1. CIP qualification preferable.
2. Experience with Open I is advantageous.
3. Proficient in Office applications, including Outlook, Word, and Excel.
4. Friendly and assertive communication style.
5. Ability to develop relationships with insurers and clients.
6. Willingness to learn and develop.
7. Strong work ethic.
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