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Senior Account Executive, Dumfries and Galloway
Client:
Location:
Dumfries and Galloway, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
13.04.2025
Expiry Date:
28.05.2025
Job Description:
About Us
Harper Stairmand Insurance Brokers are a part of JMG Group, a Private Equity backed insurance broking group. Harper Stairmand continues to be led by its founder and MD Graeme Harper and its established management team. Customer experience is fundamental to our business practice, and we strive to ensure our people, systems, and processes evolve to ensure this is a success.
The opportunity
We have a brand-new opportunity for an experienced Senior Account Executive to join our established Commercial Team, based in our Dumfries office.
The successful Account Executive will be responsible for developing a strong pipeline of new business in relation to various lines of commercial insurance, whilst ensuring full FCA compliance.
The overall purpose of the role will be to generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements. In Harper Stairmand, every individual plays a meaningful strategic part of the business going forward and is recognised accordingly.
Key areas of responsibility include:
* Prospecting new leads
* Attending client visits and making initial contact
* Completing identification of needs with prospective clients
* Negotiation and presentation to insurers in order to secure the most appropriate cover for the client
* Presentation of recommendations and cover to the client
* Closing the sale and ensuring cover is on risk
* Securing cross-selling business and referrals
* Monitoring own sales performance in line with targets and effectively managing the client portfolio
* Ensuring all business activity fully complies with FCA regulation and company procedures
* Handling any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
* Achieving and maintaining a high level of customer service and always promoting exceptional customer care standards
* Developing and maintaining a professional working relationship with all clients and ensuring expert advice in all areas of business
* Liaising with Account Handlers when appropriate
* Ensuring accuracy, efficiency, and professionalism when dealing with both clients and insurers
What we’re looking for:
To be successful in the role, you must have the following skills:
* Previous experience in an Account Executive role within a broker environment
* New Business skills and a strong client reputation
* Working knowledge of most commercial insurance products
* Experience of working to high standards of FCA compliance
* I.T. skills including use of an insurance IT system, ideally Acturis
* 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
What we offer:
* Competitive salary commensurate with level of experience
* LTIP and generous bonus package
* An extensive internal training programme to ensure that individuals in our business are able to meet their continuous professional development aspirations and that the quality of our people is at the highest level
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