Account Executive

Key Responsibilities

• To develop and maintain the relationship with existing clients and to target new clients from the market place by the effective marketing of current prospects.
• Establish and manage with each client a renewal strategy in accordance with the division's procedures/aims to maximise renewal success.
• Responsibility to ensure that clients are correctly and adequately insured for all of their insurance exposures and that correct advice is given.
• To liaise with Accounts and Claims Handlers to complete all supporting documentation to maintain and achieve client service standards.
• To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues.
• To identify, seek to mitigate and respond appropriately to any conflicts of interest which may arise.
• To support the Division in the achievement of sales targets.
• To be aware of, and to follow at all times, the firm's policy on Treating Customers Fairly.
• To actively cross-sell products from other Divisions.
• To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
• To actively seek feedback from clients and respond to feedback received.
• Provide coaching, mentoring and training to junior staff.
• To undertake all other duties as reasonably required and directed.
• Give a high level of professional advice.
• Undertake project work as appropriate.
• Act as an ambassador for us including having a strong LinkedIn profile.

Skill Required - These sit across all roles

• Excellent level of technical insurance skills, to be assessed by regularly.
• Ability to process work quickly and efficiently.
• Ability to prioritise work and meet deadlines.
• Excellent client service skills.
• Excellent level of negotiation and broking skills.
• Excellent oral and written communication skills.
• Ability to gather and analyse information from the client and insurers.
• Ability to identify and respond appropriately to an individual client's level of understanding.
• Persuade and influence others.
• Ability to build rapport.