Corporate Insurance Account Executive
Posted on Jul 3, 2019 by CV-Library
Job Market – Insurance
Corporate Insurance Account Executive – About the role
To provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium. This will cover all areas within the Corporate arena from Fleet, Small Commercial and large Corporate & Commercial Risks.
Corporate Insurance Account Executive – Core duties
To seek and secure new accounts and generate new business and to design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.
To be aware of market developments and bring them to the attention of clients and colleagues.
To ensure the fair treatment of customers and prospective customers
Deal with new business and renewals in the [core policies] market, referring to senior colleagues, experts or insurers when issues fall outside own experience and knowledge.
Supervise or carry out the arrangement of insurance for clients.
To work towards and achieve team and individual targets on renewal retention and new business development
Gather intelligence for obtaining new clients. To research such clients and approach them. To follow up the approach and investigate their existing cover. Prepare and present a report which will satisfy their insurance needs. To advise other members of staff of such information obtained as could be of potential use.
Ensure that all communications with customers are accurately recorded as per the Commercial Department Procedures Manual.
Where appropriate to carry out specialist assigned tasks within the company, such as property surveyor, risk management etc
Agree the basis of renewal retention and new business growth each financial year
£25k - £28k Annual
£24k - £28k Annual
£300 - £400 Daily