Client Executive Role
The purpose of this role is to work within a dynamic team setting, managing and developing an established commercial book of business.
Sales and Activity Management:
* Responsible for client insurance requirements, including inviting, securing, and documenting renewal as well as mid-year alterations and claims handling in line with agreed protocols and procedures.
* Provide account support to account directors on clients.
* Ensure agreed processes are followed in all matters.
* Manage aged debt and premium collection.
* Comply with all management audit requirements.
Customer Relationship Management:
* BUILD EFFECTIVE WORKING RELATIONSHIPS WITH ALL CUSTOMERS BY ESTABLISHING TRUST, ANTICIPATING NEEDS, SHARING INFORMATION, AND MEETING COMMITMENTS.
* Deal with any issues that customers may have with queries, quotes, etc.
Customer Service:
* Portray a professional image to meet or exceed customer service standards.
* Take personal responsibility for delivering the highest level of accuracy and quality in your work.
* Deal with requests and enquiries from customers, staff, and management in a professional and timely manner.
Team Collaboration:
* Work closely with designated account directors.
* Work as part of a team environment to ensure all customer needs are met.
* Work together to ensure the team is on track to meet monthly and yearly targets.
Compliance:
* Work with the team manager and compliance teams to ensure that quality of file records meets prescribed standards.
Requirements:
* Minimum APA qualification & willing to work towards CIP qualification.
* Candidate must demonstrate the ability to work in a team environment.
* Strong communication skills are essential.
* Possess a positive, can-do attitude with the ability to adapt to and embrace change.
* Attention to detail.
* Possess the ability to manage deadlines & prioritise workload.
* Demonstrate good technical & product knowledge.
* The ability to prioritise workloads and adapt to unforeseen events.
* A good degree of personal organisation and a structured approach to time and resource management.
Person Specification:
* Previous Open I experience.
* Proficient in Office, including Outlook, Word & Excel.
* Friendly and assertive manner on the phone.
* Ability to develop relationships with insurers and clients.
* Willingness to learn & develop.
* Strong work ethic.