Servicing Client Executive

Servicing Commercial Account Executive

Manchester

Commercial Director Commercial & Corporate

Overall objective:
To proactively manage, retain and grow a book of existing clients. To educate clients on the covers they need to protect themselves and their business

To achieve your income targets
To generate quality recommendations from your existing clients and other sources.

To personally deliver, and work closely with the wider team, to ensure a superior service is provided to all clients, colleagues, and suppliers in accordance with our service standards, values, and behaviours

Key Performance Indicators:

• Ensure all Key Performance Indicators are achieved (renewal commission & fee income, new policies to existing clients commission & fee income, premium finance income, administration fee income, volume of quality recommendations generated) and are attained compliantly with regulator

• To ensure our client service standards are always met

• To always operate within the guidelines of the regulator, company policies, procedures, conduct policies and

  guides to best practice.

• To always support and demonstrate the values of the business to clients, staff, and suppliers

• To train and develop the skills of the wider team within the business

  Commercial & Corporate business:

• Communicate brilliantly, ensuring accuracy, efficiency and professionalism when dealing with clients, prospects, colleagues, suppliers, and insurers

• Design, plan and implement insurance programmes for clients including market presentations, reports, and meeting minutes. Ensuring these are appropriate, fit for purpose, accurate and up to date

• Manage and monitor own renewal income performance in line with targets and effectively manage the client portfolio

• Manage and monitor own income performance in line with targets for providing new policies to existing clients

• Manage and monitor own performance in the generation of sufficient quality recommendations from existing clients

• Assist with claims when required to do so

• Handle any complaints in accordance with regulation, the company’s conduct policy and guide to best practice

• Achieve and maintain a high level of customer, colleague and insurer service and promote exceptional

  customer care standards at all times

• Develop and maintain a professional working relationship with all clients and ensure exceptional advice in all

  areas of business

• Manage client debt in-line with the company policy and procedures

• Undertake any other reasonable duties as directed by your line manager or Director of the business

  The successful candidate is likely to have the following skills, attitude, and experience

• ▪  At least 5+ years’ experience working as a Commercial or Corporate Account Executive in a client facing role, 10+ years general insurance experience preferably with a national or reputable independent broker

• ▪  A proven track record of retaining and managing a commercial book of business across multiple classes of business. Using skill, knowledge, and expertise as the rationale

• ▪  Achieving revenue growth (over indexation and rate strength) through the renewal cycle, including the education of clients on covers required but not already purchased, and attaining quality recommendations

• ▪  Extensive working knowledge and a proven track record of adherence to the regulatory regime

• ▪  Experience using Acturis is preferable

• ▪  Established relationships and positive reputation with insurer decision makers

• ▪  Be well known, liked, and respected in the Manchester Insurance marketplace

• ▪  To play an active role in living the behaviours of the business. Willing to regularly train and support the wider team

• ▪  CII qualifications preferred or working towards CII qualifications.

  Values and behaviours

  • Professionalism- Having a professional demeanour in all interactions with clients and colleagues.

  • Integrity- demonstrating ethical behaviour, being honest and transparent in all dealings

  • Attention to detail- ensuring accuracy in all documentation and when inputting details in to Acturis and

    general record keeping such as, meeting minutes, file notes, telephone notes etc

  • Customer Focussed- being attentive and responsive to clients’ needs.

  • Teamwork- Collaborating effectively with colleagues and cross functional teams.

  • Problem solving- Demonstrating creativity and resourcefulness in finding solutions to problems.

  • Communication- Being clear, concise and effective in both written and verbal communication

  • Adaptability- being open to change and able to adapt to new circumstances and challenges.

  • Initiative- take initiative to improve processes and procedures, and to drive results.

  • Continual learning- staying current with industry trends and developments and continuously improving

    skills and knowledge.