This role sits within the Childcare/Construction team which forms part of the wider Affinities Specialty Department. It is a fast-paced, high energy, fun & friendly team.
The team has underwriting authority across several Arachas Commercial Insurance Schemes, with focus areas being the Construction & Childcare sectors. The Account Executive will share the management of an existing book of business including advising clients, inviting & securing renewals, as well as processing midterm alterations.
Role Accountabilities and Core ResponsibilitiesSales and Activity ManagementRenewals
• Ensuring renewals are invited in line with agreed protocols and procedures
• Contributing to the achievement of the team's monthly retention targets
• Binding Cover and issuing policy documentation
• Invoicing and premium collectionMid Term Adjustments
• Obtaining and offering quotations for midterm adjustments
• Invoicing and premium collectionNew Business
• Assisting the National Sales Team by providing quotations in a timely manner and assisting with any queries in respect of premiums and covers
• Keeping client records complete, accurate and up to date
• Dealing with incoming & outgoing calls and queries between clients and insurers
• Ensuring policies are ordered, paid for and issued in a timely manner.Customer Relationship ManagementBuild effective working relationships with both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments.Deal with any issues that customers may have with their policies.Assist Compliance in dealing with complaints.Customer ServiceTake personal responsibility for delivering the highest level of accuracy and quality in your work.Deal with requests and enquiries from customers, staff and management in a professional and timely manner and ensure that the complaint management standards and procedures are applied.Demonstrate promptness, dependability, and commitment in dealing with customers.Team CollaborationContribute to the team by sharing information, ideas and opinions.Build good working relationships, collaborate with other teams and treat others in a fair and respectful way.Assist other team members in completing their work when required.Cross department flexibility required.ComplianceEnsure that all accounts are handled in line with compliance requirements.Administer accounts in line with agreed policies and procedures.RequirementsMinimum APA (Personal & Commercial) working towards CIP.Candidate must demonstrate the ability to work in a team environment.Strong communication skills are essential.Possess a positive, can-do attitude with the ability to adapt to and embrace change.Attention to detail.Possess the ability to manage deadlines & prioritise workload.Contribute to positive team morale.A good degree of personal organisation and a structured approach to time and resource management.Person SpecificationPrevious Open I experience preferable but not essential.Proficient in Outlook, Word & Excel.Friendly and assertive manner on the phone.Ability to develop relationships with insurers and clients.Willingness to learn & develop.
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