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Liverpool

    Commercial Account Executive - Liverpool, United Kingdom - Scope Personnel

    Scope Personnel
    Scope Personnel Liverpool, United Kingdom

    2 weeks ago

    Default job background
    Full time Technology / Internet
    Description

    Overall Objectives:

    • To manage a book of business of existing clients and develop a pipeline of new business in relation to
    • commercial insurance, whilst ensuring full FCA compliance.
    • To generate revenue for the business and ensure a quality service is provided to all customers in
    • accordance with their needs and requirements.
    • Achieve all numerical targets and key performance indicators while maintaining full adherence to the
    • compliance requirements.
    • To personally deliver, and work closely with the wider team, to ensure a superior service is provided to
    • all clients, colleagues, and suppliers in accordance with our service standards, values, and behaviours.

    Key Performance Indicators:


    •Ensure all Key Performance Indicators are achieved (renewal commission & fee income, new policies to existing clients commission & fee income, premium finance income, administration fee income, volume of quality recommendations generated) and are attained compliantly with regulator.


    •To ensure our client service standards are always met.


    •To always operate within the guidelines of the regulator, company policies, procedures, conduct policies and guides to best practice.


    •To always support and demonstrate the values of the business to clients, staff, and suppliers.

    Duties and Responsibilities:

    Commercial Business:


    •Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

    ?New Business

    ?Renewals

    ?Mid Term Adjustments

    ?Claims

    ?General Policy Queries

    ?Premium Financing ArrangementsIndependent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v


    •Establish and maintain a data base of new business prospects.


    •Prospect new leads.


    •Attending client meetings in a professional manner.


    •Identification of client needs in line with the company requirements adhering to the Insurance Distribution Directive.


    •Negotiation and presentation to insurers in order to secure the most appropriate cover for the customer.


    •Presentation of recommendations of cover to the client.


    •Closing the sale and ensuring the cover is on risk.


    •Securing cross selling business and referrals.


    •Monitor own sales performance in line with targets and effectively manage the client portfolio.


    •When transacting business, be conscious of profitability to both the underwriters and the brokerage, and costs of client handling (including the scheduling of client visits).


    •Ensure all business activity fully complies with FCA regulation and company procedures.


    •Handle any complaints in accordance with company procedures and regulatory requirements.


    •Conduct learning, training and assessment exercises, identify further areas for development as required.


    •Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.


    •Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business.

    Compliance:


    •Be aware of the company's compliance requirements and ensure a full understanding of the role.


    •Ensure compliance to the company's employment policies and procedures as contained within the

    Employee Handbook.


    •Complete training plans and record Continuous Professional Development (CPD) as required by the regulator within agreed timescales.Independent Connections Ltd t/a IC Insurance Solutions Commercial Account Executive Job Description (v


    •Where required, ensure other staff are adhering to FCA compliance.


    •Handle any complaints in accordance with company procedures and regulatory requirements. Treating Customers Fairly:


    •All employees are responsible for ensuring that customers are consistently treated fairly.

    Personal Development:


    •Conduct learning, training and assessment exercises, identify further areas for development as required.


    •Take ownership for your own personal development, where possible seek out and identify appropriate training or learning experiences.


    •Attend monthly one to one development sessions and team meetings as appropriate.


    •Attend in house training and external training courses as agreed.

    Insurer/Underwriters:


    •Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients.


    •Comply with the administration requirement of any given insurer.


    •Place business in line with the company broking strategy, creating effective relationships with underwriters to ensure achievement of overall objectives.


    •Maintain a strong market awareness keeping up to date with insurers appetite in line with the broking strategy.

    Security:


    •Ensure personal data (client and employee) is secure, held and properly utilised in accordance with the principles of the Data Protection Act and Company policies.


    •Work at all times within strict confidentiality guidelines and the principals of the Data Protection Act

    Administration:


    •Prioritise all client communication and ensure it is actioned in a timely manner in accordance with company procedures.


    •Maintain all computer files in accordance with company standards and written procedures.


    •Adherence to the company procedures in relation to collection of payments and creation of premium finance agreements to ensure low debt levels as evidenced in the account's debtor report.

    Behaviour:


    •Display behaviours that support a positive culture in the working environment. Remain courteous, professional, and helpful to colleagues and customers at all times.


    •Maintain good time keeping, not being late for work or returning late from breaks and lunches.


    •Ensure Health and Safety procedures are followed, and the office is kept clear and presentable.


    •Maintain a high level of productivity providing an excellent level customer service. Adopt good time management, keeping to prescribed timescales in line with the process guide.


    •Monitor own performance in line with targets and accept feedback from your line manager in a constructive manner.


    •Attend and contribute to team meetings and monthly one to one sessions in a positive and constructive manner. Undertake any other reasonable duties as directed by your line manager.


    •Support other team members to achieve their targets and challenge poor behaviour in a constructive manner.


    •Undertake any other reasonable duties as directed by your line manager.


    •Maintain an awareness of the aims and objectives, policies and practices of the company.


    •Be an effective member of the Company and working cooperatively with all departments as appropriate.

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