Client Director/Account Executive

Insurance Recruitment Services
28 Apr 2019
28 May 2019
Contract Type
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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