At a Glance
- Tasks: Provide quotes for new business and renewals while ensuring excellent customer service.
- Company: Join a dynamic team in Kent focused on delivering top-notch insurance solutions.
- Benefits: Competitive salary, bonus potential, and a supportive work environment.
- Why this job: Great opportunity to develop negotiation skills and make a real impact in customer satisfaction.
- Qualifications: Minimum 2 years in broking or underwriting; GCSEs preferred, Cert CII is a plus.
- Other info: Full-time role with no hybrid working; perfect for those seeking a structured environment.
The predicted salary is between 22000 - 32000 £ per year.
Contract Type: Permanent
Hours: 35 hours per week – Monday to Friday, 9:00am to 5:00pm (Hybrid working is not available for this role)
Location: Kent
Reports into: Branch Manager
Salary: £22,000 – £32,000 per annum (depending on experience) + bonus (after successful completion of probation)
Purpose of the role:
The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication and negotiation skills. You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven, and deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.
Key Responsibilities:
- Adhere to all company policies and procedures.
- Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
- Deliver excellent customer service whilst meeting customer requirements efficiently and effectively for New Business.
- Understand the processes and procedures required to provide quotations and put forward suitable products to meet the client’s demands and needs.
- Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision.
- Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or liaise with insurers for all non-delegated authority business.
- Ensure that telephone calls are answered and dealt with promptly and efficiently.
- Maintain thorough and accurate records of all customer interactions.
- Identify complaints and refer to the necessary complaint handler.
- Deal with queries by email, telephone, and in person ensuring that all SLAs are adhered to.
- Be a referral point within the Branch.
- Ensure compliance in everything that you do; including but not limited to treating customers fairly, contract certainty, and vulnerable customers.
Skills and Competencies:
- Competent in Windows-based programmes: Word, Excel, Outlook, and Internet.
- Excellent communication skills: written and oral.
- Ability to work alone and as part of a team.
- Strong team ethic.
- Ability to work under pressure.
- Good personal organisation skills.
- Good timekeeping and presentation of self and work.
- Strong negotiation and interpersonal skills.
- Articulate and numerate.
- Work with a high degree of accuracy in all tasks.
- Honesty, integrity, reputation, competence/capability and financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC).
- Understand the legal principles of insurance and insurance contracts including our clients’ obligations to insurers.
- Required to understand technical knowledge of our clients’ product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings.
Experience & Qualifications:
- 2 years minimum experience working within a broking or underwriting environment.
- Preferred: Educated to GCSE level an advantage.
- Cert CII qualification an advantage.
The information contained within this job description is not intended to be an all-inclusive list of the duties and responsibilities of the role. The role holder may be required to perform other related duties as assigned. Our client may at its discretion, assign or reassign duties and responsibilities as appropriate.
If you have the relevant experience or know someone that does, please contact us now on 0203 727 2314 or email us at admin@lawesgroup.co.uk
Account Executive/Handler – Delegated Authority employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive/Handler – Delegated Authority
✨Tip Number 1
Familiarise yourself with the insurance industry, particularly the principles of underwriting and broking. Understanding the technical aspects of insurance products will give you an edge during interviews and help you engage more effectively with clients.
✨Tip Number 2
Brush up on your communication and negotiation skills. Since the role involves dealing with clients over the phone and via email, being articulate and persuasive will be crucial in maximising sales and retention targets.
✨Tip Number 3
Prepare to discuss your previous experience in a broking or underwriting environment. Be ready to provide specific examples of how you've successfully handled client interactions and met sales targets in the past.
✨Tip Number 4
Showcase your ability to work under pressure and manage time effectively. Think of instances where you've had to juggle multiple tasks or meet tight deadlines, as this will demonstrate your suitability for the fast-paced nature of the role.
We think you need these skills to ace Account Executive/Handler – Delegated Authority
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in broking or underwriting environments. Emphasise skills such as communication, negotiation, and customer service that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities and skills mentioned in the job description. Use examples from your past experience to demonstrate how you meet these requirements.
Showcase Your Analytical Skills: In your application, mention any experience you have with analysing data or making informed decisions. This is crucial for the role, so provide specific examples of how you've used these skills in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for this role.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Numbers
As an Account Executive, you'll be dealing with premiums and calculations. Brush up on your numerical skills and be prepared to discuss how you would calculate quotes based on different scenarios.
✨Demonstrate Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients in the past, both over the phone and via email.
✨Showcase Your Attention to Detail
This position requires a high degree of accuracy. Be ready to discuss how you ensure precision in your work, perhaps by sharing specific instances where your attention to detail made a difference.
✨Understand the Industry
Familiarise yourself with the legal principles of insurance and the specific products offered by the company. Being knowledgeable about the industry will show your commitment and readiness for the role.