Account Executive - Insurance

The Collinson Group
Haywards Heath, West Sussex
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

The Account Executive will join our busy and expanding Travel team in Haywards Heath as we secure further new business and continue with planned growth.

The role will support the Account Manager and the portfolio of clients. They are responsible for existing business relationships management and with identifying further growth opportunities. aThe role will prove an excellent platform progress towards an Account Manager in the future. We will help you develop the tolls necessary to do that, as well as provide a good basic salary. That coupled with competitive benefits and 25 days holiday makes this an excellent opportunity


The role will have two core functions - Account Management and Client on-boarding;

  • To liaise with corporate contacts, build and develop relationships
  • Able to transform the needs of the client into a realistic project and meet the client's expectations
  • Working with the Account Managers, to generate additional income through our existing accounts by introducing and cross selling TCG existing product set
  • To assist with the preparation of contractual agreements
  • Work with Underwriting and other teams to devise plans to develop income in the short and longer term
  • To support new business sales efforts alongside the New Business Managers by managing all new schemes from sale to trade

Skills and Experience:

  • Experience within a travel insurance environment
  • Proven ability in analysing and making decisions which are data based
  • Client / Account management experience in a B2B setting
  • Strong insurance knowledge

Person Specification:

  • Bright, articulate and confident
  • Organised, with the ability to prioritise and demonstrate effective time management
  • Collaborative Natural ability to work as part of a team
  • Strong proficiency using MS Office suite incl. Powerpoint, Excel and Word
  • Very articulate on telephone and personable #
  • Commercial awareness