Job Description
The purpose of this role is a client executive position within a dynamic team environment.
You will work on commercial accounts with an account director and manage and develop an established commercial book of business.
Responsibilities
Sales and Activity Management
* Manage 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 and willingness 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 and prioritize workload.
* Demonstrate good technical and product knowledge.
* The ability to prioritize workloads and adapt to unforeseen events.
* A good degree of personal organization and a structured approach to time and resource management.
Person Specification
* Previous Open I experience.
* Proficient in Office, including Outlook, Word, and Excel.
* Friendly and assertive manner on the phone.
* Ability to develop relationships with insurers and clients.
* Willingness to learn and develop.
* Strong work ethic.