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For Companies At a Glance
- Tasks: Join our team as a Commercial Account Executive, managing new business and client relationships.
- Company: SJL Insurance Services is a cutting-edge insurance broker serving clients globally.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking events.
- Why this job: Be part of an innovative company that values integrity and offers a chance to make an impact.
- Qualifications: Insurance experience preferred; strong communication and organizational skills are essential.
- Other info: Embrace continuous learning and development in a supportive team atmosphere.
The predicted salary is between 28800 - 43200 £ per year.
The Role
SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.
Looking for an Account Executive to join our new business function, ideally with insurance experience in either a commercial or personal lines role, successfully winning new business and managing the process throughout.
Responsibilities & Duties:
- To supervise or carry out the new business function of insurance for clients dealing with telephone enquiries promptly, ensuring fair treatment of our clients
- To process new business quote instructions compliantly and efficiently
- To work with internal lead generators to put together target campaigns with the goal of appointment setting, ‘hot keys’ or renewal date capture
- Cultivate existing clients for recommendations and cross sell and upsell opportunities
- To react to leads generated by existing means (introduces, Website SEO, returning customers, recommendations etc.) in a timely and professional manner
- To achieve pre agreed conversion metrics and targets
- To attend meetings with clients where needed to discuss programme of insurance at both new business and renewal
- To attend networking events, exhibitions, trade fairs, expo’s and similar events where needed
- To ensure that all communications with clients are accurately recorded as per the Firm’s Procedures Manual
- To utilise all markets available which may be better suited to the client’s requirements or which may offer preferential terms
- To develop ongoing, mutually beneficial relationships with Brokers, Clients, Introducers and Insurers
- Negotiate terms with insurers in the best interest of the insured
- Adhere to all company policies as detailed in the company handbook
- Embrace and use Broker Assess for all CPD, ensuring you meet minimum standards as laid out by the firm
- Respond in a timely manner to all client queries and ensure that communications with the customer and/or insurers, or other relevant business contacts are recorded and uploaded on to the firms back office recording system
Skills Required:
- Ability to prioritise and organise own workload to ensure that deadlines are adhered to
- Ability to construct effective written communications, including letters, emails and reports
- Ability to liaise confidently an effectively via the telephone, in writing and face to face
- Able to manage time effectively
- Knowledge and understanding of a wide range of insurance contracts including current market conditions
- Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
- Knowledge and understanding of the firms IT system and use of its computer quotation engines
- Willingness to continue to learn and develop
- Entrepreneurial outlook with the ability to cold call (both face to face and over the phone) when needed
- To always act with integrity
- To always act with due care, skill & diligence
- To always be open and cooperative with the FCA, the PRA, any other regulators, compliance teams etc.
- To observe proper standards of market conduct
Commercial Account Executive employer: SJL Insurance Services
Contact Detail:
SJL Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Executive
✨Tip Number 1
Familiarize yourself with the latest trends in the insurance market. Understanding current market conditions and being able to discuss them confidently can set you apart during interviews.
✨Tip Number 2
Network actively within the insurance industry. Attend relevant events, trade fairs, and exhibitions to meet potential clients and industry professionals who can provide valuable insights or referrals.
✨Tip Number 3
Practice your communication skills, especially over the phone. Since the role involves a lot of client interaction, being able to convey information clearly and confidently will be crucial.
✨Tip Number 4
Demonstrate your entrepreneurial spirit by preparing examples of how you've successfully generated new business in the past. This could include cold calling experiences or innovative strategies you've implemented.
We think you need these skills to ace Commercial Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant insurance experience, particularly in commercial or personal lines. Emphasize any achievements in winning new business and managing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the insurance industry and your ability to meet the responsibilities outlined in the job description. Mention specific skills like effective communication and time management.
Showcase Your Knowledge: In your application, demonstrate your knowledge of FCA rules, GDPR, and current market conditions. This will show that you are well-prepared for the role and understand the regulatory environment.
Highlight Relationship-Building Skills: Discuss your experience in cultivating client relationships and your ability to negotiate terms with insurers. Provide examples of how you've successfully cross-sold or upsold in previous roles.
How to prepare for a job interview at SJL Insurance Services
✨Showcase Your Insurance Knowledge
Make sure to brush up on your understanding of various insurance contracts and current market conditions. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Demonstrate Effective Communication Skills
Prepare to showcase your ability to communicate effectively, both in writing and verbally. Practice articulating your thoughts clearly, as this role requires liaising with clients and insurers regularly.
✨Highlight Your Organizational Skills
Be ready to discuss how you prioritize and manage your workload. Provide examples of how you've met deadlines in previous roles, as this is crucial for success in managing new business functions.
✨Emphasize Your Entrepreneurial Spirit
Since the role involves cold calling and generating new business, share experiences that highlight your entrepreneurial outlook. Discuss any successful campaigns or initiatives you've led to win new clients.
