Overview
Salary: Starting from £35,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Exeter
About the role
Lloyd & Whyte, part of Benefact Group, is looking for a Trainee Account Executive to join our Community Broking team in Exeter.
This is an exciting opportunity for those wishing to take their next steps in the world of insurance, receive on-the-job training and embark on a career that is ever evolving and full of prospects.
As a Trainee Account Executive, you will provide exceptional service and advice to clients to maximise satisfaction, achieve new business and product income targets, maintain high retention levels, and handle mid-term adjustments, queries and claims professionally and accurately.
What you'll be doing
* Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
* Manage client relationships through visits and arranging video meetings with clients when required
* Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
* Continuously improve and maintain your technical competence with an in-depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
* Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making sure all procedures and guidelines are followed
What you'll need to have
* Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to work in a regulated, compliant and client-focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Driven to be proactive to new challenges and positively shape the desired opportunities and outcomes
What makes you stand out
* Hold Chartered Insurance Institute Certificate in Insurance
What we offer
* 28 days annual leave plus bank holidays
* Birthday off
* Group Personal Pension
* Bonus scheme
* Holiday buy scheme
* Health and wellbeing benefits, company cash plan, income protection and life assurance
* Enhanced sick pay and parental leave
* Support and funding toward study and professional qualifications
* Paid time off for volunteering
We welcome applications from everyone.
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