Back to search
- In line with company business goals, to achieve annual and monthly new business and retention targets through networking, building, and developing long term relationships with clients and insurers
- To support the Sales and Marketing Director, and assist Directors in achieving the company’s annual income and retention targets
- Support strategic profitable growth by managing a portfolio of agricultural clients and develop long-term trusted advisor relationships
- Dealing with clients and insurers to deliver an account management service in accordance with the company’s service level agreements whilst adhering to renewal timetables and procedures.
- To present new business presentations and renewal reports to existing and prospective clients
- To regularly review existing client needs and to be able to recognise areas of under insurance / gaps in cover, and to offer solutions in these areas.
- Utilise the company’s in-house claims service in the development of new and existing business
- Act as a liaison between client and the claims team to ensure significant claims are managed in accordance with the company’s service level agreements
- Keep up to date with regulatory changes within the industry
- To be a knowledge base and support for all members of the company
- Any other ad-hoc tasks as required by the company
- Cert CII, working towards Diploma level
- To have strong influencing skills with the ability to build and manage internal and external relationships
- Effective at managing customer expectations with the ability to work to strict deadlines
- To be a strong communicator who is adaptable and flexible
- To be a problem solver with good analytical skills
- Extensive knowledge of the company processes and company business goals
- To be target driven, highly motivated and a self-starter
- To be a team player
- Focused, professional, and diligent in your approach
- To recognise the importance of self-development, and to ensure all learning and development modules are up to date
- Decisiveness
- To quickly gain an exceptional level of understanding with key partners along with a detailed, in depth understanding of key placement strategies
- To have extensive knowledge of the sales and service process
- Technical knowledge in the following areas: Financial Services market and regulatory framework, insurer products and schemes to include core range of policies, operating structures, processes, and objectives of the client’s business
- Ability to secure commitments through strong Influencing and negotiation skills
- Strong communication, facilitation, and presentation skills
- IT Skills required include the use of Microsoft office (Word, Excel, Outlook, PowerPoint), and previous experience of Acturis desired
