Account Executive - Insurance (Full-Time)

Main Purpose

The post holder is our brokers/clients first point of contact. The person creates and builds a relationship with new and existing broker agents or customers to increase sales and revenue. They undertake the full range of administrative tasks required for the effective management of the Account Executives function and role within the business

Key Duties

· Receive inbound sales and enquiry calls from Broker agents and/or inbound sources

· Process new broker/client applications onto Mpacs

· Make contact and liaise with broker or client on an ongoing basis

· Build and maintain the relationship with the Broker agent or clients

· Ensure all data provided is accurate and correct i.e. Clients name is correct along with contact details

· Upload all project details i.e. Floor Plans, elevations, site plan and any other supplementary information provided

· All required information must be received and uploaded before it is moved to underwriting.

· Create a property tree, if necessary

· Make sure all notes are clear and properly recorded and up to date

· Once the risk is received back from underwriting review premium and ensure the price is within the parameter guidelines

· Contact the broker/client once the quote is sent

· Quotes must be followed through to closure

· Provide Broker/client assistance on the next step of the process. This may be documents required before ICW can proceed further e.g. EPC’s, gas and electric certs, building control sign offs and IBG’s needed

· Provide quality customer service, including interacting with brokers/clients, answering customer enquiries, and effectively handling customer complaints

· Any other duties as may be required

Additional Information

As part of the ICW Group everyone is:

• expected at all times to behave and act in a way which promotes and contributes to the overall aims, values and ethos of the Company.
• required to participate in regular training and other learning activities, and in supervision, appraisal and development as required by the Company’s policies and procedures
• required to participate in any relevant current and new legislative and regulatory activities as may occur from time to time.

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Benefits:

• Company pension
• Free parking
• Life insurance
• On-site parking
• Private medical insurance
• Referral programme

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus scheme

Ability to commute/relocate:

• Belfast: reliably commute or plan to relocate before starting work (required)

Education:

• GCSE or equivalent (required)

Experience:

• Account Handler/Executive: 2 years (required)

Language:

• English fluently (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person

Application deadline: 11/03/2024
Reference ID: ICWIS-AA-11/21