Insurance Account Executive - Sheffield, United Kingdom - LNH Rec LLP

LNH Rec LLP
LNH Rec LLP
Verified Company
Sheffield, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Do you have sales or business development experience within the insurance or financial sector, and would like the opportunity to now join a team that are forward thinking, innovative and that can offer you opportunities to develop and progress in your career within the insurance industry?


As a leading wholesale insurance broker, our Sheffield-based client provide niche insurance products, flexible schemes and individually tailored services for brokers, broker networks and IFAs.


As the newly appointed Insurance Account Executive you will be responsible for sales support activity to develop and implement new and existing business including client meetings, telephone account management, and any other ad hoc business needs from the Management Team.


Role Responsibilities

  • Support the development of a pipeline of new business opportunities originating from personal prospecting activity, including some facetoface meetings and telephone account management
  • Proactive contact of existing clients not only to identify business growth opportunities but also to conduct 'oversight' activity
  • Conversion of active opportunities into live work by taking the lead in managing the partner onboarding and contract processes
  • Support with the Business Marketing Plan, partner meetings and engagements with well planned, structured and documented deliverables including follow up communication appropriately logged on the CRM system
  • Support with the preparation and delivery of proposals, presentations and tender responses and involvement in the review of contractual agreements with potential new and existing clients as required in addition to assisting with due diligence requirements and any subsequent audit activity
  • Support to deliver social media updates and communications
  • Support with hospitality activity
  • Ensuring MI Reports are produced to deliver monthly reports as requested by broker partners
  • Fielding calls and assisting with broker and direct enquiries as necessary
  • Undertaking benchmarking recovers and pricing for products and oversight of partners to ensure compliant distribution of products and services
  • Production of information for monthly Operational Report submissions and attendance at meetings as required
  • Follow company and underwriting procedures for development and onboarding of new schemes
  • Maintain CRM system
  • Liaise with Operations to ensure broker records/agreements/rates are maintained and accessible in an efficient manner

Required Skills / Competencies

  • Competently plan work and meet deadlines
  • Listen to clients and customers and communicate effectively
  • Demonstrate a sound knowledge of insurance and FCA compliance requirements
  • Investigate and resolve issues
  • Work to high levels of accuracy
  • Work on your own initiative
  • A full driving licence is not essential but would be advantageous

Salary:
£35,000.00-£40,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
In person
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