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Account Executive – Commercial Lines

Permanent / Full Time - Geographical Location: North West Region

Responsibilities

Sales & 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
  • The achievement of an individual Income Budget
  • Provide Account support to Account Director(s) on set clients or on ad hoc basis as requested
  • The achievement of other upsell/cross sell targets
  • 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(s) if applicable.
  • Working as part of a team environment to ensure all customer needs are met

Requirements:

  • Minimum APA Qualification working towards CIP
  • Candidate must demonstrate the ability to work in a team environment
  • Strong communication skills is 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:

  • CIP Preferable
  • 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

 

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