Account Executive - Commercial Insurance

Insurance Account Executive - Commercial Insurance

Job Market - Insurance

Insurance Account Executive - About the role

You will provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. Dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

Insurance Account Executive - Key duties

Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or liaise with insurers for all non-delegated authority business

Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.

Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.

Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.

Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.

Required to be a referral point within the Branch.

Insurance Account Executive - Key requirements

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self- motivated, driven & deliver excellent customer service whilst always adhering to underwriting authority limits

Must have 2 years minimum experience working within a broking or underwriting environment.

Cert CII qualification an advantage.