Account Executive - Plymouth, United Kingdom - A for Appointments

A for Appointments
A for Appointments
Verified Company
Plymouth, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Account Executive
Full time

Permanent - office based

Plymouth


A thriving and nationally expanding Insurance company are looking for a driven Account Executive to join their friendly, fast-paced office based in Plymouth.

This would suit someone from a commercial background in motor or fleet insurance.


Purpose

Key Responsibilities
Working in accordance with procedures, standards & guidelines set:

  • 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'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'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.
- 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.


Technical Knowledge

  • Understand the legal principles of insurance and insurance contracts.
  • Work in line with the Financial Conduct Authority

Skills and Competencies

  • Minimum 2 years' experience working within a broking or underwriting environment.
  • Competent in windowsbased programmes; word, excel, outlook and internet.
  • Excellent communication skills: written and oral.
  • Strong negotiation and interpersonal skills.
  • Good timekeeping, organisation and able to work under pressure
  • Ability to work alone and as part of a team.
  • Positive cando attitude.

Desirable

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