Account Executive - Clegg Gifford

Purpose

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.

You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Delivering good outcomes for customers and putting the customer’s interests first.
• Ensure the customer understands what we sell and support the customer in any way you can.
• Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs.
• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
• Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or consult with insurers for all non-delegated authority business.
• Ensure that telephone calls are answered & dealt with promptly & efficiently.
• Maintain thorough and accurate records of all customer interactions.
• Identify complaints and refer to the necessary complaint handler.
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
• Required to be a referral point within the Branch.
• Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.
• Understand the legal principles of insurance and insurance contracts including Clegg Gifford's obligations to insurers.

• Excellent communication skills, including effective communication with clients and insurers, including clear explanation of complex insurance terms and conditions.
• An understanding of the UK insurance market, including trends, risks and regulatory changes.
• The ability to understand diverse client needs, including specific industry risks and business objectives.
• Ability to manage time effectively, work under pressure and meet deadlines.
• Excellent timekeeping and presentation of self & work.
• Strong interpersonal and negotiation skills.
• Articulate & Numerate.
• Analytical and ability to solve problems, including the capacity to solve complex insurance related challenges.
• Excellent attention to detail.
• Highly organised with an ability to prioritise and deliver allocated tasks.
• Ability to work alone and as part of a team.
• Positive can-do attitude and strong team ethic.
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
• Be positive, enthusiastic and motivational about what you do!

• Must have 2 years minimum experience working within a broking or underwriting environment.

• Cert CII qualification is an advantage.