Senior Commercial Account...
SJL Insurance Services, Worcester
- Full time
- Permanent
Apply on company site
Direct New Business Team ...
SJL Insurance Services, Worcester
- Full time
- Permanent
Apply on company site
Telesales Consultant
Brown & Brown, Inc., Halesowen, Dudley
- Full time
- Permanent
Apply on company site
Associate Client Advisor
MARSH LLC., Worcester
- Full time
- Permanent
Apply on company site
Chartered Insurance Broke...
HAZELTON MOUNTFORD LTD , Worcester
- Full time
- Permanent
- Apprenticeship programme
Apply on company site
Senior Commercial Account Executive
Salary not available. View on company website.
SJL Insurance Services, Worcester
- Onsite working
- Full time
- Permanent
Posted today, 29 May
Job ref: 69be515beba8422dbcbaab9e15fb4d6a
Full Job Description
Looking for a Senior Account Executive to join our new business function, ideally with insurance experience in either a commercial or personal lines role, successfully winning new business and managing the process throughout.
Responsibilities & Duties:
+ To supervise or carry out the new business function of insurance for clients dealing with telephone enquiries promptly, ensuring fair treatment of our clients
+ To process new business quote instructions compliantly and efficiently
+ To work with internal lead generators to put together target campaigns with the goal of appointment setting, hot keys' or renewal date capture
+ Cultivate existing clients for recommendations and cross sell and upsell opportunities
+ To react to leads generated by existing means (introduces, Website SEO, returning customers, recommendations etc.) in a timely and professional manner
+ To achieve pre agreed conversion metrics and targets
+ To attend meetings with clients where needed to discuss programme of insurance at both new business and renewal
+ To attend networking events, exhibitions, trade fairs, expo's and similar events where needed
+ To ensure that all communications with clients are accurately recorded as per the Firm's Procedures Manual
+ To utilise all markets available which may be better suited to the client's requirements or which may offer preferential terms
+ To develop ongoing, mutually beneficial relationships with Brokers, Clients, Introducers and Insurers
+ Negotiate terms with insurers in the best interest of the insured
+ Adhere to all company policies as detailed in the company handbook
+ Embrace and use Broker Assess for all CPD, ensuring you meet minimum standards as laid out by the firm
+ Respond in a timely manner to all client queries and ensure that communications with the customer and/or insurers, or other relevant business contacts are recorded and uploaded on to the firms back office recording system
+ Ability to prioritise and organise own workload to ensure that deadlines are adhered to
+ Ability to construct effective written communications, including letters, emails and reports
+ Ability to liaise confidently an effectively via the telephone, in writing and face to face
+ Able to manage time effectively
+ Knowledge and understanding of a wide range of insurance contracts including current market conditions
+ Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
+ Knowledge and understanding of the firms IT system and use of its computer quotation engines
+ Willingness to continue to learn and develop
+ Entrepreneurial outlook with the ability to cold call (both face to face and over the phone) when needed
+ To always act with integrity
+ To always act with due care, skill & diligence
+ To always be open and cooperative with the FCA, the PRA, any other regulators, compliance teams etc.
+ To observe proper standards of market conduct
Copy the direct link to this job
Jobs by core skill
Insurance
Insurance jobs by area
Insurance jobs in Aldridge
Insurance jobs in Bilston
Insurance jobs in Birmingham
Insurance jobs in Bloxwich
Insurance jobs in Brierley Hill
Insurance jobs in Bromsgrove
Insurance jobs in Brownhills
Insurance jobs in Coventry
Insurance jobs in Dudley
Insurance jobs in Evesham
Insurance jobs in Great Malvern
Insurance jobs in Halesowen
Insurance jobs in Hereford
Insurance jobs in Kidderminster
Insurance jobs in Leigh
Insurance jobs in Leominster
Insurance jobs in Ludlow
Insurance jobs in Malvern Link
Insurance jobs in Oldbury
Insurance jobs in Rowley Regis
Insurance jobs in Smethwick
Insurance jobs in Solihull
Insurance jobs in Stourbridge
Insurance jobs in Royal Sutton Coldfield
Insurance jobs in Tipton
Insurance jobs in Walsall
Insurance jobs in Wednesbury
Insurance jobs in West Bromwich
Insurance jobs in Whitehaven
Insurance jobs in Wolverhampton
Insurance jobs in Worcester