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Insurance - Account Executive
This is a remote role.
Main Purpose of the Job:
- Serving as a communication hub between existing clients and the company
- Maintaining a positive relationship with existing clients and the company
- Offering new services or products to existing clients as relevant and necessary
- Managing and solving any customer complaints or issues
- Responding to risk & compliance concerns
- Management reporting
Insurance - Account Executive Keys Tasks:
- Managing existing partner relationships
- Networking to identify potential partners, and Representing the company on meetings & calls
- Creating and fostering positive customer relationships and Presenting effective pitches to partners
- Resolving any partner issues that arise
- Assess any extra data requirements
- Expose risks arising from partners on data received
- Decline unsuitable risks and partners and Set financial monitoring criteria
- Draft and oversee the acceptable completion of/compliance with subjectivities and warranties
- Create and send policy documentation and Oversee and manage individual accounts
- Collate underwriting performance data and Reconcile any discrepancies or errors identified
Insurance - Account Executive Key Competencies:
- Ability to clearly communicate both internally and externally, and Detail orientated
- Financially competent and Ability to work on your own or as part of a team
- Willingness to learn and want to develop
- Excellent interpersonal skills & rapport-building abilities
- Negotiation skills and Time management skills
- Analytical skills and Creativity
- Organization skills & Flexibility
Insurance - Account Executive Key Experienced Preferred:
- 5 years Insurance experience in a broking environment
- Previous experience working in an FCA/EEA/EU regulated environment
- Working in an account handling role
- CII qualifications preferred and Experience in management reporting.
