Insurance Account Executive - Sheffield, United Kingdom - Glu Recruit

Glu Recruit

Verified Company

Sheffield, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Ref: 341

Role:
Insurance Account Executive

Location:
Sheffield

Salary:
up to £35,000

Benefits:

Competitive starting salary
DOE
Opportunities for you to progress and develop further
Opportunities to gain CII qualifications, we support you in obtaining CII qualifications
Healthcare cash plan
Pension Scheme
Free Parking
Free Costco Card
Onsite canteen
Death in service
Employee Assistance Programme

Our client has grown to become a combined group of over 300 people across a number of specialist businesses.

They have grown their expertise to include a broad range of legal services for individuals including Residential Conveyancing, Civil Litigation, Employment Law, Wills & Probate and much more.

The role:

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 Lexelle 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 that the Lexelle 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 that Lexelle distribute 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
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