Account Executive
Main Purpose of the Job:
* Serving as a communication hub between existing clients and the company
* Maintaining a positive relationship with existing clients and the company
* Offering new services or products to existing clients as relevant and necessary
* Managing and solving any customer complaints or issues
* Responding to risk & compliance concerns
* Management reporting
Keys Tasks:
* Managing existing partner relationships
* Networking to identify potential partners, and Representing the company on meetings & calls
* Creating and fostering positive customer relationships and Presenting effective pitches to partners
* Resolving any partner issues that arise
* Assess any extra data requirements
* Expose risks arising from partners on data received
* Decline unsuitable risks and partners and Set financial monitoring criteria
* Draft and oversee the acceptable completion of/compliance with subjectivities and warranties
* Create and send policy documentation and Oversee and manage individual accounts
* Collate underwriting performance data and Reconcile any discrepancies or errors identified
Key Competencies:
* Ability to clearly communicate both internally and externally, and Detail orientated
* Financially competent and Ability to work on your own or as part of a team
* Willingness to learn and want to develop
* Excellent interpersonal skills & rapport-building abilities
* Negotiation skills and Time management skills
* Analytical skills and Creativity
* Organization skills & Flexibility
Key Experienced Preferred:
* 5 years Insurance experience in a broking environment
* Previous experience working in an FCA/EEA/EU regulated environment
* Working in an account handling role
* CII qualifications preferred and Experience in management reporting