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Commercial Insurance Account Executive - Book to take over
Location - North Reading
Salary - up to 60k basic (DOE) (Negotiable)- bonus, Pension, Medical cover, Life Insurance
Our client is at the forefront of Commercial and Corporate Insurance broking
Our client is a leading Independent Broker with a reputation of employing some of the most respected insurance professionals in the market they are now looking to add to their existing office an experienced Account Executive to Service and Existing Book of cross class Commercial Insurance Business
Our client trades on an open market policy allowing access to all markets to provide the client base with the most competitive terms and cover available from Provincial and Lloyds Markets
This role requires the individual to be responsible for carrying various functions, including but not limited to the following:
- To administer, service and manage new and existing clients, including visiting clients, obtaining risk information, administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.
- Maintenance and growth of existing book of business to meet monthly and annual targets. To sell and cross-sell insurance products according to clients demands and needs and to secure new business form client referrals or leads generated by yourself/the company.
- Keep detailed records of all correspondence with clients, insurers and third parties including telephone transcripts and emails. All functions to be performed by fully utilising the Acturis broking software.
Key Skills, Experience and qualifications required
- Broking Experience: At least five years’ broking experience dealing with commercial insurance product lines, in an account manager/account executive role within a general insurance brokerage.
- Product Classes: Technically very competent on commercial insurance classes including
Property, Commercial Combined, Financial Lines and Fleet
- Communication: As you will be liaising with clients, insurers and third parties you will require
excellent written, verbal and interpersonal communication skills. Competent business letterwriting skills and particular attention to scope of cover, exclusions, extensions and policy shortfalls to specific perils.
- Computer Skills: Proficient in MS Word, Excel, Outlook, PowerPoint etc.
- Organisation: You must have the ability to multi-task and manage workload priorities to meet required timeframes.
- Teamwork: As you will be part of a small team, you will need to work effectively with other staff members. You will need to be accurate, meticulous and reliable and have a positive attitude showing tolerance to workload execution/ colleagues and management.
- Familiar with broking software Acturis and insurer e-trade quote portals.
- CII insurance qualification desirable but not essential
If you wish to work for one of the most forward thinking and progressive brokers in the market who can offer solid career progression and both professional and personal development working alongside some of the industry’s leading professionals. Our client offers generous staff benefits and the opportunity to join a rapidly growing company.
If you wish to apply for the position above please click on the link or contact David Helliwell at Cameron James Professional Recruitment for an initial confidential conversation
