Account Executive in Billericay - CV-Library

Our client, a leading insurance agency who are part of a larger group of business has been providing exceptional service and coverage to individuals, families, and businesses in the United Kingdom are seeking Account Executives at various levels to join their team in Billericay due to substantial and sustained growth.

As the Account Executive you will be responsible for defining an efficient and proactive process and implement this way of working for your Commercial and Corporate clients. Using this redefined process create an environment where workload is managed in an efficient and proactive manner. To understand your Client’s business risks and provide day to day servicing and administration of Client accounts in a timely, technically accurate and cost effective manner, in accordance with Company procedures.

Key Responsibilities:

* Provide high quality advice and service to clients

* Giving instructions to insurance providers

* Checking policy documents (including endorsements) prior to receipt by clients

* To handle the invoicing of premiums due and maintaining credit control of allocated clients

* To process correspondence, renewal, pre-renewal activity, quotations and data input

* Ensuring that all post and diary activity is completed on a daily basis

* Manage own files as per local procedure

Key Requirements:

* Knowledge and experience in handling business to meet the insurance requirement of clients across a range of sectors.

* Extensive product knowledge to enable cross / up-selling to existing customers.

* Ability to identify new business opportunities and progress to a sale or forward to appropriate member of staff to handle.

* Excellent written and verbal communication skills

* Polite telephone manner

* Confident with all relevant MS office packages, Acturis and OGI system

* Excellent organisational skills

* High attention to detail

* Ability to work independently and as part of a team