Company

The Wise SeekerSee more

addressAddressPlymouth, Devon
type Form of workPermanent
salary SalaryOn Application
CategoryAdvertising & Marketing

Job description

Job Description

We are looking for an Account executive in Plymouth and Brighton 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 Account Executive 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.

As an Account Executive, 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 for the Account Executive role:

  • 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 for the Account Executive role:

  • 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
Refer code: 2525960. The Wise Seeker - The previous day - 2024-01-16 09:28

The Wise Seeker

Plymouth, Devon
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