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Department/ Team: Sales
Location:Alcester
Contract Type: Permanent
Working Hour: Full-Time
Working Type : Office Based / Hybrid
Position Profile:
As an Account Executive within our Sales team, you are required to exceed company forecasts, plans, targets, and budgets by building and nurturing relationships with both existing and prospective customers. Provide comprehensive insurance solutions to potential clients and manage these accounts effectively once they are onboarded. Develop and maintain a deep understanding of customer requirements, ensuring their needs are consistently met.
Key Responsibilities:
New Business Development:
- Achieve targets, plans, programs, and budgets for your area.
- Assist in developing new and existing clients to meet business objectives and targets.
- Implement marketing initiatives and record results in the CRM for Management.
- Ensure customer credit remains within agreed limits.
Performance Monitoring and Reporting:
- Monitor and report performance against objectives, forecasts, plans, targets, and budgets to your Manager.
- Implement corrective actions with Management when performance issues or customer satisfaction problems arise.
Customer Relationship Management:
- Manage and develop customer databases as needed.
- Travel regularly to customer premises, including outside normal office hours.
- Ensure compliance with FCA requirements for yourself and your clients.
Company Representation and Image:
- Promote a positive company image, professionalism, competence, and customer satisfaction.
- Represent the company at conferences and networking events as required.
Administrative Duties:
- Perform additional duties as required by Management.
- Maintain accuracy and compliance in file keeping.
Key Performance Indicators:
- New business conversion
- Renewal retention
- Adherence to new/renewal and MTA processes
- Effective complaint handling
- Appointment setting
- Maintenance of prospect diary
- Prompt handling of correspondence and return of phone calls
- Compliance with Insurer’s Delegated Authority Underwriting Guide
- Adherence to the Company’s Best Practice Document and Core Values
- Compliance with the CII Code of Ethics and FCA guidance related to this role.
Candidate Profile:
Attributes, Skills & Qualifications
Candidates must meet the essential criteria through relevant experience or demonstrated transferable skills. Desirable attributes, skills, and qualifications will be considered a strong advantage.
Essential:
- Proven experience in a similar role within the insurance industry.
- Strong communication, negotiation, and client relationship management skills.
- Ability to identify new business opportunities and drive growth.
- Knowledge of FCA regulations and compliance requirements.
- Strong organisational skills with attention to detail and ability to prioritise tasks.
- Proficiency in using CRM and insurance platforms.
- Problem-solving mindset with the ability to implement effective solutions.
Desirable:
- Cert CII qualification or willingness to work towards it.
- Experience using Acturis or similar policy management systems.
- Established industry network and experience in marketing and business development.
- Understanding of emerging market trends within the insurance sector.
Key Attributes:
- Proactive and results-driven approach.
- Adaptable and willing to take on new challenges.
- Team player with a collaborative mindset.
- Committed to professional development and continuous learning.
Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
A copy of our D&I policy can be made available upon request.
