Account Executive - Leamington Spa Ref: AL24
Account Executive, £70k
Identify and respond to opportunities to increase the company’s insurance income.
Develop new business for the company, as well as retain existing business
Service and administer the insurance portfolios of commercial clients in a timely, professional and cost-effective manner
Achieve personal objectives and income targets set and agreed
It is anticipated that you will have a portion of your own book of business or potential future business.
To manage clients’ insurance portfolios paying particular attention to
• meeting their demands & needs
• recommending appropriate products
• providing an efficient and friendly service
To develop new income through
• prospecting new clients
• cross-sales of products and services to existing clients
• development of referrals
To ensure that your areas of responsibility comply with all relevant regulatory requirements, industry codes of practice, rules and guidelines provided by insurers and company procedures including
• managing any potential Conflicts of Interest and Treating Customers Fairly
• prompt referral of complaints
• trading with Sub-Agents, Appointed Representatives and Introducers.
• the smooth operation of binding authorities.
To maintain and develop personal knowledge and skills through Continuing Professional Development (CPD) and participating in the company’s Training and Competence scheme.
To develop and maintain good working relationships with clients, colleagues, insurers and other suppliers.
To immediately advise your Manager of any problem, issue or request which falls outside your authority, level of experience or knowledge, or which could in any way detract from your ability to achieve your work objectives
To undertake any additional duties which have been specifically assigned to you and/or may be reasonably requested by your Manager or the Directors
Advanced level of: main classes of Commercial insurance; the company’s procedures and rules and, to the extent it relates to the Job, regulation and compliance; insurance market practice; principles of insurance.
Intermediate level of: other classes of Commercial insurance, the main methods controlling/reducing insurance risk, specific law (insurance and otherwise). Data Protection, OpenGI; Microsoft Outlook; Microsoft Word and Excel; Internet
Basic level of: claims handling; health and safety
Nova Search & Selection is acting as an employment agency for this vacancy.