Commercial Account Executive
An excellent opportunity to join an independent Insurance Brokers in Southend on Sea, who are a highly profitable company based on excellent service to a wide portfolio of clients. Joining a small, dynamic team you will enjoy a large amount of autonomy and be able to really make a difference. This is a busy office with excellent retention of existing clients who enjoy a high level of customer service. Purpose of Role To work within the Commercial team in a senior capacity to assist in managing the existing and potential portfolio of commercial account clients delivering sound professional advice, customer satisfaction and agreed profit targets. The Role and Key Tasks To identify target areas/industries for new business opportunity within the existing pipeline. This will need to be topped up as and when, organically by referrals and business situation and chance meetings. Assist with marketing to develop new business strategies To prepare presentations to insurers for quotations to prospective or current clients using templates from prior clients and quotations, which may require 100% bespoke Responding to enquiries from prospects and clients in a courteous and helpful manner and ensure that all information required is obtained and communicated. Completing the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs. Maintaining an accurate record of the assessment of the clients’ awareness of risk and insurance as well as their circumstances and objectives. Discussing any additional covers to ensure that all the insurance requirements are satisfied, subjectivities on log sheets are conveyed to insurers and any negative endorsements are relayed to the insured. Prospecting existing client bank Prospecting various databases Prospecting previous clients via database enquiry (including some, cold calling of previous clients) The Candidate You will be an enthusiastic, highly motivated team player looking for a career with an organisation that gives you the opportunity to develop and grow personally. You will be a career orientated individual. In addition, you will possess: Proven commercial insurance experience (3 years+) A commitment to service and customer orientation. Excellent telephone manner. Please forward your application to Kirk Stannett at KSA recruitment Ltd to discuss this further.