Commercial Account Executive Worcester
Commercial Account Executive - Tenbury Wells WR15 - Salary: up to £50k dep on exp
Job Description:
To grow the book of commercial business by prospecting new insurance business, along with retaining the business of existing customers
Responsible to: Branch Manager
Responsible for:
The growth of both new and existing commercial business; delivering outstanding customer service to all existing and prospective customers and to deliver objectives and sales targets set by line manager
Principal responsibilities:
Deliver excellent customer service to all customers
Uphold the company’s mission statement and values
Gather necessary information from new and existing clients to enable the adequate presentation of the risk to insurers for quotation purposes
Obtain terms for individual cases
Prepare summaries of insurance, schedules and proposals for insurers as required, ensuring that all client records are adequately maintained in line with the companies procedures
Responsible for the achievement of individual income target
Manage the renewal book effectively to ensure retention targets are achieved
Create new business opportunities through professional networking - examples but not limited to; BNI/Networking, prospect calling, attend business events, supporting telemarketing campaigns, visit local business parks, client referrals, cross sells and introducers
Maintain timely contact with all clients, prospects and referral networks to establish good working relationships
Accurately complete administrative tasks such as post, diary as well as account and insurer queries
Awareness of complaint handling – Being able to resolve minor customer complaints and being fully aware of the company complaints process
To ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including both colleagues and insurers
Have an in depth product knowledge of their field
Ensuring tasks are completed in a timely and efficient manner
Liaise and build relationships with insurers and customers – both internally and externally
Liaise with line manager regularly to ensure consistent sales processes are being followed and adhered to
Attend commercial networking events on an ad hoc basis as instructed by line manager
Role requirements:
Essential criteria:
Previous commercial, account management experience
IT literate i.e. Microsoft Word and Excel
Desirable:
Insurance qualification i.e. Cert CII or above
Proficient in operating Acturist/Open GI and insurer quote engines
Understanding of FCA regulation
Job Types: Full-time, Permanent
Salary: £45,000.00-£50,000.00 per year
Benefits:
Company car
Company pension
Employee discount
Free parking
Life insurance
On-site parking
Private medical insurance
Work from home
Flexible Language Requirement:
English not required
Schedule:
Monday to Friday
No weekends
Supplemental pay types:
Bonus scheme
Quarterly bonus
Education:
GCSE or equivalent (preferred)
Experience:
Account management: 1 year (preferred)
sales: 1 year (preferred)
Work Location: Remote
