The purpose of this role is for an experienced Account Executive to work within a dynamic team setting.
The role entails working on Commercial accounts with an Account Director and managing and developing an established Commercial book of business.
Reports To: Team Lead, Commercial Lines
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 Director(s) on clients.
Ensure agreed processes are followed in all matters
Manage aged debt and premium collection
Comply with all management audit requirements
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.
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
Work closely with designated Account Director.

Minimum 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
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

Account Executive – Commercial Lines, Broking

Key skills