Client Director/Account Executive

Recruiter
Insurance Recruitment Services
Location
Redhill
Posted
28 Apr 2019
Closes
28 May 2019
Ref
1129349049
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our client is looking for a Client Director to join their team in Redhill.

Role / Duties:
  • Provide a day-to-day technical, competent, responsive and efficient administrative service to clients.
  • Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
  • To comply with regulatory requirements, industry codes of practice and the Company's own procedures and rules.
  • Must work on the principal of treating customers fairly and behave in an ethical manner.
  • Development of book of clients through new business
  • Develop leads through networking with existing and new contacts alike
  • Liaise with account handlers regarding method of obtaining renewal information
  • To undertake renewal visit/client contact to ascertain client's needs for the year ahead
  • To discuss with account handlers broking strategy and deadlines
  • To ensure meeting notes are issued in a timely fashion
  • To process renewal and all other invoices and documentation within the office timescales
  • To ensure renewal terms are provided to the client in an accurate and timely way using the Acturis system documentation
  • To prepare and issue up to date insurance register annually
  • To liaise with Account Handlers to ensure that any mid-term issues are dealt with accurately and promptly.
  • To assist the Director of Corporate and other colleagues where necessary to assist with work load issues
  • To provide a positive contribution to the team objectives
  • To make written records of all conversations and meetings with clients and/or insurers, or other relevant business contact
  • To update knowledge of insurance market as & when developments occur
  • To continue improvement in technical insurance knowledge
  • To liaise with other departments, including accounts, claims and new business as and when required.
  • To referral all complaints to a director and the Complaints Officer immediately
  • To refer any potential Errors & Omissions immediately to Director and/or Compliance Director

The Person
  • A proven track record of developing a book of business or be in the position to bring a book of business over time
  • ACII
  • Minimum 5, ideally 7 years' experience in a Client Director / Account Director, or similar role
  • Acturis system - useful but not essential
  • Excellent and accurate administration & communication skills
  • Be self-motivated
  • Working under pressure
  • Problem solving ability
  • Ability to utilise IT for maximum advantage

How to apply
Please forward your CV in confidence to quoting reference 1904-40KB.
Due to the high volume of applications that we receive, if you do not hear from us within 7days, unfortunately your application has been unsuccessful.

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