Overview: An exciting opportunity has arisen for an experienced and driven Account Executive to join a thriving Independent Brokerage. This role is ideal for a dynamic individual with strong client management skills and a passion for the insurance industry. As an Account Executive, you will manage a diverse portfolio of clients, ensuring they receive the highest level of service and the best insurance solutions to meet their needs.
Key Responsibilities:
* Client Relationship Management: Build and maintain strong, lasting relationships with clients, acting as their primary point of contact for all account-related matters.
* Insurance Advice: Provide expert advice on various insurance products, including commercial, property, and liability insurance, tailoring solutions to meet the specific needs of clients.
* Account Management: Oversee and manage a portfolio of clients, ensuring that their policies are up-to-date and that they receive the appropriate coverage.
* New Business Development: Identify and pursue new business opportunities to grow the portfolio. This includes prospecting, generating leads, and converting them into long-term clients.
* Risk Assessments & Quotes: Work closely with underwriters to evaluate risks and provide clients with competitive quotes. Negotiate terms and conditions to ensure the best coverage for clients.
* Claims Support: Assist clients with claims by liaising with insurers, guiding them through the process, and ensuring timely resolutions.
* Administration: Maintain accurate records of client accounts, ensuring all documentation is up-to-date and compliant with industry regulations.
* Market Knowledge: Stay up-to-date with the latest industry trends, market conditions, and product developments to offer clients innovative and competitive insurance solutions.
* Collaboration: Work closely with internal teams, including brokers and underwriters, to ensure seamless service delivery and customer satisfaction.
Key Requirements:
* Experience: Proven experience as an Account Executive or Insurance Broker within an independent brokerage or similar role.
* Knowledge: Strong understanding of insurance products and services, particularly in commercial and corporate lines.
* Skills: Excellent communication, negotiation, and relationship-building skills.
* Customer Focused: A commitment to providing outstanding customer service and managing client expectations effectively.
* Sales Driven: A proactive attitude towards new business development and achieving sales targets.
* Certifications: Relevant qualifications such as Cert CII or ACII (or working towards) are highly desirable.
* Technology: Proficiency in Microsoft Office Suite and experience with insurance management software.
What We Offer:
* Competitive salary and commission structure
* Opportunity for career progression within a well-established and respected brokerage
* Ongoing training and professional development opportunities
* A supportive, collaborative work environment
* Hybrid working options (if applicable)