The purpose of this role is a client executive position working within a dynamic team setting. The role involves managing commercial accounts alongside an account director and developing an established commercial book of business.
Sales and Activity Management:
* Responsible for client insurance requirements, including inviting, securing, and documenting renewals, as well as mid-year alterations and claims handling, following agreed protocols and procedures.
* Achieve individual income targets.
* Provide account support to Account Director(s) for set clients or on an ad hoc basis as requested.
* Meet upsell and cross-sell targets.
* Follow agreed processes in all matters.
* Manage aged debt and premium collection.
* Comply with all management audit requirements.
Customer Relationship Management:
* Build effective relationships with customers by establishing trust, anticipating needs, sharing information, and meeting commitments.
* Address customer issues related to queries, quotes, etc.
Customer Service:
* Maintain a professional image to meet or exceed customer service standards.
* Ensure high accuracy and quality in work.
* Handle requests and inquiries from customers, staff, and management professionally and promptly.
Team Collaboration:
* Work closely with designated Account Director(s) if applicable.
* Collaborate within the team to meet all customer needs.
* Contribute to achieving monthly and yearly targets.
Compliance:
* Work with team managers and compliance teams to ensure file records meet prescribed standards.
Requirements:
* Minimum APA qualification, working towards CIP qualification.
* Ability to work effectively in a team environment.
* Strong communication skills are essential.
* Positive attitude with adaptability to change.
* Attention to detail.
* Ability to manage deadlines and prioritize workload.
* Good technical and product knowledge.
* Ability to handle unforeseen events with flexibility.
* Organized with a structured approach to time and resource management.
Person Specification:
* CIP qualification preferable.
* Experience with Open I is advantageous.
* Proficient in Office applications, including Outlook, Word, and Excel.
* Friendly and assertive communication skills, especially on the phone.
* Ability to develop relationships with insurers and clients.
* Willingness to learn and develop.
* Strong work ethic.
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