Account Executive (North)
About the role
Account Executive- £45k to £75k (DOE)
The opportunity
We have a brand-new opportunity for an experienced Account Executive to join our thriving broker team based in Liverpool in a rapidly growing company.
The successful Account Executive will be responsible for managing a book of business for existing clients and will develop a strong pipeline of new business in relation to various lines commercial insurance, whilst ensuring full FCA compliance.
The overall purpose of the role will be to generate revenue for the business and ensure a high-quality service is provided to all clients in accordance with their needs and requirements.
Key areas of responsibility include:
1. Prospecting new leads
2. Attending client visits and making initial contact
3. Completing identification of needs with prospective clients
4. Negotiation and presentation to insurers in order to
secure most appropriate cover for the client
5. Presentation of recommendations and cover to the client
6. Closing the sale and ensuring cover is on risk
7. Securing cross selling business and referrals
8. Monitoring own sales performance in line with targets and effectively manage the client portfolio
9. Ensuring all business activity fully complies with FCA regulation and company procedures
10. Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
11. Achieve and maintain a high level of customer service and always promote exceptional customer care standards
12. Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
13. Liaising with Account Handlers when appropriate
14. Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers
What we’re looking for
To be successful in the role, you must have the following skills:
15. Previous experience in an Account Executive role within a broker environment, looking after Commercial clients
16. New Business skills and a strong client reputation
17. Working knowledge of commercial related insurance products
18. Experience of working to high standards of FCA compliance
19. I.T. skills including use of an insurance IT system, ideally Acturis
20. Strong organisation skills
21. The ability to work to a high level of accuracy
22. Exemplary customer service skills with the ability to build solid relationships with clients and insurers
23. Regulatory and compliance awareness
24. Cert CII qualifications desirable
What we offer:
25. Competitive salary commensurate with level of experience
26. Car Allowance
27. Laptop and mobile phone
28. Hybrid working pattern – office and remote.
29. Company Pension scheme
30. Generous holiday entitlement, including birthday day off
31. Bupa Healthcare Cash Plan
32. Life Assurance
NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.
Sign up for Job alerts
By submitting your details you agree to our
Job Details
33. Posted: about 12 hours ago
34. Location: Liverpool, Merseyside
35. Job Type:
36. Salary: £45,000 - £75,000 per year
37. Discipline:
38. Job Ref: 58481
Consultant
Sophie York
Recruitment Consultant - Insurance