Account Executive

Account Executive – Personal Lines
Account Executive - Personal Lines required by our client, a nationwide leading insurance brokers with offices. Reporting to the Personal Lines Team Leader.
Responsibilities will include:-
Sales & Activity Management
  • Flexibility to work across all Personal Lines depts securing renewals, processing amendments, cross selling and up selling across all product lines
  • Good negotiation and sales skills
  • Manage renewals, client retention in line with targets and compliance
  • Ensuring all aspects of Mid-Term Alterations, Renewals, Accounts entry, claims liaison, Correspondence are completed
  • Ensuring all files are up to date on Relay Sales & Activity Management
Customer Relationship Management:
  • Manage clients across depts. handling renewals, MTA’s and queries in relation to Personal Lines products
  • Take personal responsibility for delivering the highest level of accuracy and quality in your work
  • Deal with all requests internal / external in a timely and efficient manner
Team Collaboration:
  • Build great relationships across all teams within the company working collaboratively to deliver on team targets and objectives
  • Ensuring all compliance standards are met during all processes
Requirements for this role:
  • APA Required. (Candidates will not be considered without current APA status)
  • CIP preferred
  • Experience working in a fast-paced environment
  • Knowledge of Relay an advantage
  • Excellent organisational skills, ability to prioritise, manage, multi task and execute daily tasks
  • Excellent communication and inter-personal skills with the ability to deal with internal and external customers
  • Excellent attention to detail
  • Ability to solve problems
  • Ability to work in a dynamic team environment
  • Be open to change and fast pace environment
  • Perform ad-hoc duties as required
  • Possess a can-do attitude and be open to rapid and evolving changes as our digital journey progresses.
  • The ability to prioritize workloads and adapt to unforeseen events
  • A good degree of personal organization and a structured approach to time and resource management
  • Commitment to their own professional development
  • Working always with the customer first approach in line with company culture
  • Innovative