Commercial Account Executive

Company	Oakland Insurance Services LtdSee more
Address	Larne, County Antrim
Form of work	Full Time
Category	Advertising & Marketing

Job description

This is an excellent opportunity for an experience Account Handler who is seeking to move into an executive role, or an experience executive looking for a new challenge. As a Commercial Account Executive, you will be responsible for providing insurance advice and solutions to businesses of all sizes. You will work closely with clients to understand their needs and develop customised insurance policies that meet their unique requirements. .

Responsibilities

Assess and understand the insurance needs of our clients, including risks and coverage options
Develop customised insurance policies that meet the unique requirements of each client
Educate clients on insurance options and make recommendations based on their specific needs
Provide ongoing support to clients, including mid-term adjustments, claims management and policy renewals
Build and maintain strong relationships with clients to ensure their long-term satisfaction and retention
Stay up-to-date with the latest industry trends and changes in insurance policies and regulations
Meet or exceed sales targets and contribute to the growth of the company's book of business
To comply at all times with the requirements of the firms own procedures, the Financial Services and Markets Act 2000 and FSA regulations
To be aware of, and to follow at all times, the firms policy on Treating Customers Fairly
To be aware of, and to follow at all times, the firms standards of ethical behaviour
To maintain professional competence by complying at all times with the Training and Competence procedures of the firm
To maintain customer records accurately and securely, in accordance with firms own record keeping requirements and following data protection rules
To undertake all other duties as reasonably required and directed

Skills and Qualifications

Essential Skills

Educated to GCSE standard including Maths and English (or equivalent)
Must have 2 year's Commercial Insurance experience
Should have full CII qualifications or express interest in completing
Good keyboard skills and knowledge of Microsoft Office, email and internet
Strong analytical and problem-solving skills, with the ability to develop creative solutions to complex problems
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
Ability to work independently and as part of a team, with a strong sense of ownership and accountability
Good track record of meeting or exceeding sales targets
Strong attention to detail and organisational skills