ACII Servicing Account Executive, North West

Posted 8 February by Yes Agency

Our client an independent North West brokerage is seeking an ACII Commercial Account Executive with mid-market to corporate commercial experience to service their prestigious client bank, some development but this will not be the focus. A good technical background with proven results in retention is the main requirement

The role is to:-

Manage the service provided to clients by ensuring the highest level of service to each assigned client in line with the agreed client service tools. Identify each client’s service requirements and manage the client service team to ensure service meets agree standards.

Manage client expectations: keeping them informed of progress and communicating with them as appropriate, and taking appropriate and timely action to identify and correct problems. Ensure delivery to highest standard using best practice processes and conducting regular reviews with clients through Client Promise, issuing meeting minutes promptly after meetings. Maintain client files in accordance with agreed procedures, keeping records complete, accurate and up to date.

Build and maintain a good understanding of each client’s business including financial performance, objectives, market perception, products and services, management structure and key personnel. Build and maintain a good understanding of each client’s industry including general industry issues and cycles and the client’s market position and competitors.

Ensure that each client’s risks are identified and appropriate risk and insurance solutions are provided.

Maintain Client Promise Plans and Build client relationships with key decision-makers.

Grow the revenue and profitability of his/her client portfolio where possible

Comply with regulatory requirements and business procedures, and any other standards or requirements as communicated

Ensure all agreed practices and tools are actively and consistently applied.

Lead by example by ensuring own activity complies with regulatory requirements and business procedures

Experience Required:-

A minimum of five years plus as a Corporate Commercial Account Handler

ACII or FCII

Proven high retention of clients

For more information on this role, please contact The Yes Agency. The Yes Agency is a registered insurance recruitment agency based in Manchester. Please note due to the amount of applications we receive, if you do not hear back from us within two weeks, then unfortunately on this occasion your application has been unsuccessful. For similar roles within insurance, please check out our website at www.theyesagency.co.uk

Required skills

  • Commercial Insurance
  • Account Executives
  • ACII

Application questions

Have you a minimum of five years Commercial Account Executive experience?
Are you ACII qualified?

Reference: 33014766

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