Private Client Insurance Account Executive

The Works Staffing Solutions
11 Feb 2018
15 Feb 2018
Contract Type
Full Time
Private Client Insurance Account Executive

Salary: £23,500 per annum

Location: Southampton, Hampshire

Hours: Monday - Friday 09.00-17.00

Our client has become one of the largest, most successful insurance broking and risk management companies in the world. Would you like you be a part of this success working in a small team of experienced Private Clients Insurance Account Executives? Our client looking to hire their newest member of the team to join their dynamic office in Hedge End, Southampton. If you have ambition and desire to belong to a successful team then this could be you.

In this role, you will be responsible for servicing accounts in an efficient manner; supporting your colleagues to meet and accommodate client demands and to achieve renewal retention and growth rates. You'll need to be driven, passionate and business focused and keen whilst keeping the clients at the heart of your actions.

Main responsibilities include:

* Coordinating the renewal process for clients
* Maintaining and growing your income / book of business by following up and securing new business leads - this will be a crucial and integral element of your position
* Actively obtain renewal terms for customers and identify potential alternative quotations to discuss with customers
* You'll be in full control of your diary ensuring appointments are made with customers at the relevant time
* Liaise intricately with Brokers to ensure terms negotiated with the market meet with your/Clients objectives.
* Undertake pre-renewal and renewal visits with Clients, as appropriate
* Prepare meeting notes from minutes and ensure any points are actioned by yourself and/or your team within the Standard Operating Procedures and guidelines
* Assess account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised with the right team.
* Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
* Identification of new business opportunities for existing Clients and recommendation provided by them

In order to be successful in the role, you will require the following:

* Previous experience working in an insurance broker
* Ideally holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ Cert CII
* Knowledge of general insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
* Demonstrable previous experience with evidence of effectively prioritising risks to handle concurrent workflow
* Due diligence in administration and policy checks/processes
* Strong knowledge of client market and insurance industry network
* Worked to deadlines and able to anticipate change; able to quickly grasp and interpret salient information
* Excellent client service focus; the customer will be your top priority
* Committing to travel/drive as part of your role visiting Clients, Prospects, Insurers & Suppliers
* Generating and driving new business whilst remaining dedicated in customer-care

So if you are looking to move your career in the right direction and want to work for a hugely successful company, apply today!

We also have ongoing requirements for individuals who are interested in sales roles, including Sales Consultant, Account Manager, Telesales Executive, Telemarketing Executive, Customer Care Associate, etc. Please contact us for more details.

(Due to the very high volumes of applications we are currently receiving, with regret we are only able to contact candidates who are successful in progressing to the next stage. If you have not been contacted within 10 working days of your application, then please presume that you have not been successful on this occasion.)

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