Account Executive

  • Location

    Stourbridge, West Midlands

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £50000 - £75000 per annum + DY8 2RE

  • Contact:

    Will Goodman

  • Job ref:

    AE AST_1637014900

  • Published:

    20 days ago

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.

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