- To retain existing clients through active client management
- To build clients confidence in SIA through demonstrating knowledge and delivery of service
- To identify and contact potential clients, converting to new business
- To communicate the firms' proposition to clients effectively
- To generate referrals and make introductions for the client to other areas of the firms' operations
- To follow SIA processes and policies
- To work within FCA rules and guidance as interpreted by the firms' compliance policies and processes
- To proactively create, manage and follow through prospects to create a pipeline of prospective new clients
- To collect fees and premiums in accordance with the firms' processes
- To build good working relationships with your immediate team and all other stakeholders and effectively network with suppliers and clients
- To achieve assigned sales targets
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Commercial Account Executive - Surbiton, United Kingdom - SIA (Surrey Independent Advisors)
Description
About Us
Surrey Independent Advisors (SIA) incorporating Evergreen Insurance Services are now part of the wider JMG Group, who are a 'Top 30' UK Insurance Broker. They have been a fully independent local insurance brokerage since 1932. We help large corporate businesses, small to medium enterprises and private clients to manage their risk.
We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork.
The opportunity
We are looking to recruit a Commercial Account Executive to manage a small existing portfolio of clients and build a strong book of new opportunities.
Key areas of responsibility include:
What we're looking for
To be successful in this role, you must have the following skills
·Previous experience as a Commercial Account Executive, ideally with 5 years industry exposure
·Strong understanding of commercial insurance products
·Experience of working to high standards of FCA compliance
·Consistent record of target achievement and business growth
·I.T. skills including use of an insurance IT system, ideally Acturis or OpenGI
·Strong organisation skills
·The ability to work to a high level of accuracy
·Exemplary customer service skills with the ability to build solid relationships with clients and insurers
·Regulatory and compliance awareness
·Willingness to work towards Cert CII or already hold qualifications
What we offer
·Competitive salary commensurate with level of experience
·Hybrid working environment following successful settling in period
·Company Pension scheme
·Generous holiday entitlement
·Life Assurance
·Many more
