Overview
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Title: Private Clients Account Executive
Location: Poole, Dorset
Salary: Negotiable + benefits
The Day To Day
* Service designated clients, ensuring that they are retained and the company’s income is maintained/developed, including client visits, passing files/instructions to appropriate staff.
* Work closely with other Account Executives and Directors to provide the highest standard of service to customers.
* Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work.
* Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
* Give instructions to insurers.
* Ensure mid-term adjustments and declarations are processed and records updated.
* Handle the invoicing of all premiums due.
* Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
* Obtain quotations for any relevant new policies/renewals.
* Maintain effective credit control on allocated cases.
* Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
* Be aware of market conditions and the strengths and weaknesses of competitors.
* Visits to customers where agreed.
* Monitor trends, analyse results and prepare feedback to senior staff.
* Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
What’s On Offer
* A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.).
* Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares post probation).
* Full support for your professional development (including fully funded qualifications).
Your Experience
* Requirement of at least 3+ years insurance broking experience.
* Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies.
* Understanding of insurance markets, products, wordings and options.
* Acturis insurance broking software knowledge is an advantage.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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