Company Description
Ash Tree Insurance Brokers specialize in Agricultural & Commercial Insurance throughout the North. We provide comprehensive protection at competitive prices while delivering unrivalled service to our clients. Our dedication to customer satisfaction and expertise in the insurance sector ensures our clients receive the best possible coverage tailored to their specific needs. We are a fast growing business with a can do attitude to supporting our clients, the right person will have the opportunity to grow with us and progress their career.
Area of Business: Broking
Reporting to: Director
Location: Yorkshire/Flexible
Salary: Negotiable depending on experience
Position Description
The Account Executive will have the primary focus of new business.
Essential Duties & Responsibilities:
* Assists in all aspects of servicing new & renewal business
* Strong focus on commercial risks and who understands the technical aspect of managing and placing these risks both individual and portfolio
* Good connections and an understanding of the local insurer market
* Travels occasionally, as needed, to meet with clients, and provides assistance in the production of new accounts when required
* Deals with all communication and service with clients; identify and coordinate appropriate internal value-added resources on a client-to-client basis
* Works collaboratively with all members of the team.
* Produces revenue through cross-sales to new and existing clients
* Effectively coordinates with multiple Introducers and team members to accomplish production, retention, and customer service goals
* Develops and maintains positive relationships with insurance company underwriters and representatives to effectively market new and renewal business
* Works closely with the Director to ensure service, review, and sign off of policies, endorsements, audits, certificates, etc. are performed in a timely and accurate manner
* May handle all aspects of client relationships on certain accounts
* Other duties as assigned from time to time
Business/Professional Requirements:
* Minimum of 5 or more years professional experience in Commercial Account management
* Proficient in Excel, PowerPoint, and MS Outlook
* Proficient with Acturis is essential, minimum 3 years’ experience
* Professional Qualification preferred (CII, CIC, CRM, etc.)
* Experience working within a regulated environment and with full understanding of the principles of TCF and Insurance Practice
Required Skills/Personal Attributes:
* Excellent time management and organisational skills and the ability to work in a fast paced environment
* Detail oriented with strong analytical, problem solving, and negotiation skills
* Strong understanding of professional and industry standards and practices
* Exceptional verbal and written communication and presentation skills
* Solid technical ability to identify, create and present data critical to risk management consultation
* Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements
* Highly motivated with a strong work ethic; able to work independently and with minimal supervision
* Ability to work collaboratively as a key member of a client team
* Customer service focused, with a high degree of professionalism