Account Executive - Lincoln, United Kingdom - OPTIMISE BY RECRUITMENT LTD

Tom O´Connor

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Tom O´Connor

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Description
Optimise by Recruitment are working with a leading industry expert within the Insurance sector.

Our client is looking for a Account Executive who will be the main point of contact for client relationships, you will look to maintain and grow these accountswith the aim to maximise revenues.


You will assist your accounts by providing insurance advice, develop solutions and gather client information whilst ensuring the high standards of service delivery are being met.

Below is a list of duties that you will be responsible for but not limited too;
Duties will include, but are not be limited to:

  • Monitoring client feedback and needs.
  • Developing account strategies and plans to increase satisfaction and client retention.
  • Ensuring quality customer service by establishing and implementing policies and procedures, claims service & involvement with resolving customer complaints or service issues.
  • Promoting the business and partnership services to generate increased revenue.
  • Seizing and creating crossselling opportunities of Company products and services to generate increased revenue for the business.
  • Driving revenue through retention of clients and obtaining new clients
  • Reviewing the cost to serve and maintaining client service on an economic basis
  • Producing accurate forecasting and feedback on actual performance against target in timescales requested including monitoring performance against own budget and overall business plan.
  • Evaluating the efficiency of operations and contributing via feedback to aid process improvements as required
  • Checking and ensuring compliance with internal systems and FCA requirements
  • Documenting information, meetings and providing appropriate information to the client service team to action including contributing, checking and presentation of accurate reports for new and existing clients
  • Responsibility for premium collection, agreeing terms with client in accordance with Chesham accounting procedures

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