Servicing Account Executive (to look after a book of business)

East Midlands

Key Responsibilities

• To maintain the relationship with existing clients
• Establish a client renewal strategy
• Ensure that clients are correctly and adequately insured for all of their insurance exposures and that correct advice is given
• Liaise with internal Account Handlers and Claims Handlers
• To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues
• Follow the companies policy on Treating Customers Fairly
• Recognise opportunities to cross-sell products
• Maintain professional competence in line with company procedures

Skills and Knowledge

• Good level of technical insurance skills and understanding
• Good client service skills
• Negotiation and broking skills
• Ability to persuade and influence others
• Ability to troubleshoot and problem solve
• Excellent oral and written communication skills
• Ability to gather and analyse information from the client
• Good understanding of Corporate Governance, financial awareness and how a business works
• Ability to identify and respond appropriately to an individual client's level of understanding