Account Executive, Commercial Lines
4 days ago
The purpose of this role is for an experienced client 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.
Sales and Activity Management:
- 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.
Customer Relationship Management:
- 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.
Customer Service:
- 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.
Team Collaboration:
- Work closely with designated account director.
- Work as part of a team environment to ensure all customer needs are met.
- Collaborate to ensure the team is on track to meet monthly and yearly targets.
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.
- Ability to manage deadlines and prioritise workload.
- Demonstrate good technical and 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 and Excel.
- Friendly and assertive manner on the phone.
- Ability to develop relationships with insurers and clients.
- Willingness to learn and develop.
- Strong work ethic.
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