Account Executive

Role Objective             
To manage and develop the allocated territory. Effectively and efficiently administer and service the insurance requirements for potential and existing customers 

 
Key Responsibilities
Achieve growth of business in line with organisational objectives
Provide the customer with all relevant information in accordance with the regulatory body in a manner that they understand, taking into account their knowledge
Accurately obtain  information to enable the office to prepare quotations, market and place new and existing business within the relevant regulations and office procedures
To grow business inline with company objectives
Assist in settlement of claims, in a fair and prompt  manner, as and when requested
Deputise for New Business Development Manager as requested
Undertake special projects requested by the management
Ensure all company policies and procedures are adhered to
Ensure that all accounts procedures and queries are carried out promptly and accurately
Ensure that renewals are secured in a timely manner
Ensure Training and CPD logs are completed and forwarded to the Business Development Manager.
Promptly respond to Accounts queries.
 
Relationships
Staff/managers/directors, within and associated with the Group
Customers at all levels
Insurers
Other external organisations at all levels
Suppliers
 
Knowledge and Skills
Working knowledge of commercial and private insurance
Basic knowledge of Insurance Codes of Practise, Data Protection, Money Laundering, Law of Agency, and legal principles of insurance
Time Management/Territory Management
Selling Skills
Self Motivation
Customer Care
Communication
Negotiation
Meeting Skills
Presentation skills
Computer skills
Handling Conflict
Investigative and diagnostic skills
Basic knowledge of statistical analysis
Basic knowledge and understanding of client management accounts