Personal
Lines Account Executive Essential Requirements:
To be considered for this role, you must hold a minimum of 1 APA qualification in Personal Insurance and have 2-5 years of experience working in an insurance role.
These requirements are non-negotiable.
Role Overview:
As a Personal Lines Account Executive, you will play a key role in delivering exceptional client service by managing policy renewals and maintaining client relationships.
Reporting to the Team Leader and Head of Existing Business, your primary focus will be client retention and satisfaction through providing customized insurance solutions.
You will also identify opportunities to generate new business where possible, contributing to the growth of the client base.
Key Responsibilities:
Build and maintain strong, positive relationships with existing clients, ensuring their needs are consistently met and fostering long-term loyalty.
Manage the complete renewal process for personal lines insurance policies, including reviewing terms, negotiating with clients, and finalizing renewals efficiently and on time.
Conduct thorough risk assessments to offer tailored advice on appropriate insurance products and coverage options.
Deliver outstanding customer service by promptly responding to client inquiries, resolving any issues, and maintaining high levels of client satisfaction.
Meet and exceed targets related to New Business and Renewals.
Comply with company procedures related to compliance, new business development, and renewals, following the established protocols and documentation.
Stay informed about market trends and changes, providing feedback to management on factors like pricing, service levels, and product development.
Collaborate with other teams to support training, product enhancements, and drive operational efficiencies as needed.
Participate in client meetings alongside management when required.
Strictly adhere to all compliance and regulatory requirements as outlined in the company's policies and procedures.
About You:
Experience: Minimum of 2-5 years in an insurance role .
Qualifications:
APA Personal Lines qualification is mandatory (or Grandfathered with evidence of up-to-date CPD).
Technical Expertise:
Strong knowledge of personal lines insurance products and market dynamics.
Client Management:
Proven ability to handle a portfolio of clients, with a track record of managing renewals and addressing customer inquiries effectively.
Negotiation Skills:
Demonstrated ability to secure favorable outcomes through effective negotiation with clients and insurers.
Relationship Building:
Ability to develop and maintain strong client connections to support retention and satisfaction.