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Commercial Account Executive

DK Recruitment
Job LocationExeter
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An exciting opportunity has become available for an enthusiastic and experienced client relationships professional to join a well-established and growing Insurance Business that can offer growth, qualifications and a great, long term career.You will be required to develop positive, trusting and friendly relationships with clients to make the business their choice for insurance, and to recommend to their friends and family.Main Purpose of the role:

  • Taking the appropriate time to understand clients needs.
  • Responding quickly and effectively to requests.
  • Collecting all relevant information positively and with certainty.
  • Providing the right advice in a manner that can be clearly understood.
  • Arranging cover as agreed with the client.
  • Striving to deliver an exceptional level of client care.
  • Doing what we said we would and at the time we agreed with the client.
  • Constructively identifying other insurance requirements to better serve the client.
  • Make the Company number one broker of choice for insurers by being professional at all times, providing accurate and timely communications.
  • Continually develop own knowledge of the insurance industry, maintaining an up to date knowledge of the market, company policies and procedures, and the legal and regulatory framework in which we operate, and ensuring that all work is conducted properlyand in accordance with these provisions.
  • Constantly identify new ways to raise performance including agreeing a broadening personal self-development plan.
  • Champion great teamwork by helping others in the branch, identifying opportunities for continuous improvement of branch efficiencies and performance, and finding ways to contribute to the smooth running of the branch.
  • Developing a close working relationship with colleagues located at other branches and understanding the need for specialist branches and when an enquiry should be referred.
KPIs
  • Great client feedback: consistent positive outcomes
  • Strong individual and branch performance
  • Client retention and tenure
  • New business development
  • Ability and desire to help others
  • Certificate in Insurance qualification and strive for continuous learning
  • Compliance results
Knowledge, skills and experience:
  • Products sold by the company including features and benefits.
  • End-to-end insurance process - Legal and regulatory requirements for example (but not limited to); terms of business, compliant sales cycle, treating customers fairly, data protection, money laundering, Bribery Act, Contract Certainty, employment legislation,e.g. discrimination & anti-bullying, Rehabilitation of Offenders Act, staying up to date with FCA regulation changes.
  • Market and industry knowledge - new developments in the industry, policies, procedures and systems.
  • Branch housekeeping including branch appearance, quality of note taking/documentation, and efficiencies, e.g. use of Acturis, keeping up to date with diaries, management of client records.

Keyskills :
AdviceInsuranceLegalLegislationPolicies

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