Retain and grow an existing book of business for surrounding areas
Offer and present insurance solutions including insurance policies and other risk management solutions
Assist in team performance by regular communication with colleagues and manager
Identify and pursue cross-selling, up-selling and similar opportunities
Utilise all leads provided by the company and develop new and efficient ways to increase the quote volume
Achieve or exceed agreed volume of Quotes/Sales/Income generated from all marketing sources including own personal prospecting activity
Understand client’s business operations, opportunities and risks and their approach to risk management and insurance
Ensure compliance with local procedures, customer service standards and external compliance regulations

Insurance industry background
especially in Commercial (essential)
Passion and flair for maximising opportunities/ new business (essential)
Have an existing client base to bring across, to help grow the book of business (ideally)
Great customer service and communication skills
Excellent telephone manner, being able to network & build working relationships easily
Drive and genuine passion to learn and develop within Insurance and sales
Worked in a similar role previously, with experience of working with Insurers and clients
Good attention to detail and can multi-task, updating relevant systems and admin
Acturis system knowledge (ideally)

Account Executive

Key skills