Account Executive/Handler – Delegated Authority

Lawes Insurance Recruitment; England; On-site; GBP 22,000 - 32,000; Full time

Job summary

A leading insurance firm is seeking an Account Executive/Handler based in Kent. This permanent role involves providing new business quotations and ensuring client retention through effective communication and exceptional customer service. Candidates should have at least two years of experience in a broking or underwriting environment, along with strong analytical and negotiation skills.

Qualifications

• Minimum 2 years experience in a broking or underwriting environment.
• GCSE and Cert CII qualification preferred.

Responsibilities

• Provide quotations for New Business and Renewals.
• Deliver excellent customer service meeting client requirements.
• Maintain accurate records of customer interactions.

Skills

Communication skills

Negotiation skills

Customer service

Analytical skills

Attention to detail

Education

GCSE

Cert CII

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Title: Account Executive/Handler
Contract Type: Permanent
Hours: 35 hours per week – Monday to Friday, 9:00am to 5:00pm _ Hybrid working is not available for this role
Location: Kent
Reports into: Branch Manager
Salary: £22,000 – £32,000 per annum (depending on experience) + bonus (after successful completion of probation)

Purpose of the role:

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have good judgement, be analytical, have great attention to detail, be flexible, self- motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities:

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business.
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client? EUR(TM)s demands and needs.
• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
• Calculate New Business premiums in accordance with the specific carrier? EUR(TM)s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
• Ensure that telephone calls are answered & dealt with promptly & efficiently.
• Maintain thorough and accurate records of all customer interactions.
• Identify complaints and refer to the necessary complaint handler.
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
• Required to be a referral point within the Branch.
• Ensure that you remain compliant in everything that you do; including but not limited to treating customers fairly, contract certainty & vulnerable customers.

Skills and Competencies:

• Competent in windows-based programmes; word, excel, outlook and internet.
• Excellent communication skills: written and oral.
• Ability to work alone and as part of a team.
• Strong team ethic.
• Ability to work under pressure.
• Good personal organisation skills.
• Good timekeeping and presentation of self and work.
• Strong negotiation and interpersonal skills.
• Articulate & Numerate.
• Works with a high degree of accuracy in all tasks.
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC).
• Required to understand the legal principles of insurance and insurance contracts including our clients’ obligations to insurers.

Required to understand technical knowledge of our clients’ product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.

Experience & Qualifications:

2 years minimum experience working within a broking or underwriting environment.

Preferred

• Educated to GCSE level an advantage.
• Cert CII qualification an advantage.

The information contained within this job description is not intended to be an all-inclusive list of the duties and responsibilities of the role. The role holder may be required to perform other related duties as assigned. Our clientmay at its discretion, assign or reassign duties and responsibilities as appropriate.

If you have the relevant experience or know someone that does please contact us now on 0203 727 2314 or email us at [e-mail]

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