Business Development Executive

Purpose of Role: To make contact with potential clients via the telephone, correspondence, email, and other electronic means to promote an Insurance Brokers in order to obtain their proposal forms for future negotiations and record outcomes using I.T. skills. To support Brokers with potential new clients from the above actions and record this using I.T. skills.

Main duties and responsibilities:

• Have the ability to professionally and effectively employ sales skills to achieve performance and targets within specified time scales and as directed.
• Be able to understand data, maintain and update the company's database with accurate and current information gained from role activities.
• Be able to identify and develop sources of potential clients.
• Have the ability to effectively communicate with clients to gain commitment to return proposal form.
• Have the ability to overcome client resistance/objections.
• React positively and effectively to campaigns and projects.
• Be able to demonstrate a required knowledge of Professional Indemnity Insurance, relevant selling points and benefits.
• Maintain a current and accurate knowledge of competitors.
• Keep abreast of competitor activity and recommend any necessary tactical action.
• Plan diary and work load to make effective use of working day.
• Liaise with other members of the team to actively promote performance and target opportunities.
• Undertake all responsibilities with reference to company's Policies, Procedures and Standards Manual.
• Undertake any reasonable duties as specified.
• To ensure relationships with clients, Insurers and outside agencies are maintained and improved.

General administration/record keeping:

• Handle correspondence related to broking activities in line with the company's operational manual.
• To update and maintain company records which includes clients files, spread sheets, etc., with information gained in a timely fashion.
• To act promptly to resolve any issues or matters highlighted by any other member of the company or outside agency.
• To be able to work to strict guidelines and time frames to ensure documentation to and from clients and Insurers is maintained.
• To ensure all internal communications are acknowledged and actioned.
• To update the new business spreadsheet(s) after each task for each client.
• To manage an effective diary system for your own prospects to ensure all cases are handled to the company's high standards.
• To keep detailed telephone and meeting notes in the appropriate records.
• To meet reasonable sales targets and to provide up to date sales figures, activities figures and additional information as requested by Managers and/or Directors.

This is a permanent position that offers a 12 month training programme to transition into an Account Broker. 25 days AL + bank holidays. Cycle2Work scheme. Once Broker status is achieved we offer: 40 days WFH per annum | Flexi start/finish. Hours of work are Monday to Friday 9am - 5pm.