Account Executive- Commercial Insurance

at  TheWiseSeeker

We are looking for an Acoount executive to work with one of our clients located in the UK: a company that provides a broad spectrum of both personal and commercial insurance products. The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants.
The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.You will need to have good judgement, be analytical, have great attention to detail, be flexible,self motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Tasks

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Deliver excellent customer service whilst meeting customer requirements efficiently &effectively for New Business.
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
• Calculate New Business premiums in accordance with the specific carrier risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
• Ensure that telephone calls are answered & dealt with promptly & efficiently.
• Maintain thorough and accurate records of all customer interactions.
• Identify complaints and refer to the necessary complaint handler.
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
• Required to be a referral point within the Branch.
• Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Requirements

• Competent in windows-based programmes; word, excel, outlook and internet.
• Excellent communication skills: written and oral.
• Ability to work alone and as part of a team.
• Positive can-do attitude.
• Strong team ethic.
• Manage time effectively.
• Ability to work under pressure.
• Good personal organisation skills.
• Good timekeeping and presentation of self and work.
• Strong negotiation and interpersonal skills.
• Articulate & Numerate.
• Works with a high degree of accuracy in all tasks.
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission Experience
• Must have 2 years minimum experience working within a broking or under writing environment.

Benefits

• Pension
• Commission

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Deliver excellent customer service whilst meeting customer requirements efficiently &effectively for New Business.
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
• Calculate New Business premiums in accordance with the specific carrier risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
• Ensure that telephone calls are answered & dealt with promptly & efficiently.
• Maintain thorough and accurate records of all customer interactions.
• Identify complaints and refer to the necessary complaint handler.
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
• Required to be a referral point within the Branch.
• Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers