Account Executive - Cheltenham, United Kingdom - Idex Consulting

Idex Consulting Cheltenham, United Kingdom

1 week ago

Full time

Description

Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.

Key accountabilities

To develop and maintain good working relationships with all clients
Develop own client book by retaining existing client's business and adding new clients either via recommendations or wholesale leads
Promptly respond to all client enquiries and provide appropriate advice
Ensure everything done is with a view to achieving a positive client outcome
Ensure client visits are made which are appropriate to client requirements so that service levels are achieved
Discuss and assess client requirements and only ever provide solutions that meet these requirements
Assist the client and DRP claims team as appropriate with any claims from own client book. Insurer relationships
Ensure knowledge of insurer's products, appetite and key personnel is kept up to date
Provide prompt response to insurer queries
Develop good working relationships with key personnel at all insurers
Provide both written and verbal, clear, professional and concise communication to clients, insurers and colleagues
Ensure the dedicated service team for your clients are kept up to date with any appropriate client changes or requirements and understand what is expected of them to ensure requirements are met
Ensure renewals are carried out on a timely basis
Manage own time effectively
Ensure all actions agreed with client are completed within timescales
Growth of own client book via renewal retention and new business income

To find out more give me a call on

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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