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- Tasks: Join our team as a Senior Account Executive, managing new business and client relationships.
- Company: SJL Insurance Services is a forward-thinking insurance broker serving clients globally.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Be part of an innovative company that values integrity and client satisfaction.
- Qualifications: Insurance experience preferred; strong communication and organisational skills required.
- Other info: Opportunity to attend industry events and develop valuable connections.
The predicted salary is between 36000 - 60000 £ per year.
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. We are looking for a Senior 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 the programme of insurance at both new business and renewal.
- To attend networking events, exhibitions, trade fairs, expos 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 onto the firm's 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 and 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 firm's 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 (Worcester) 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 (Worcester)
✨Tip Number 1
Network actively within the insurance industry, especially in Worcester. Attend local events, trade fairs, and exhibitions to meet potential clients and industry professionals. Building relationships can lead to referrals and insights into job openings.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the insurance market. Understanding FCA rules and GDPR will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 3
Practice your cold calling skills. Since the role requires an entrepreneurial outlook and the ability to cold call, being comfortable with this can set you apart. Role-play scenarios with friends or colleagues to build your confidence.
✨Tip Number 4
Research SJL Insurance Services thoroughly. Understand their client portfolio and recent projects. Tailoring your conversations and demonstrating knowledge about the company during interviews can show your genuine interest and fit for the role.
We think you need these skills to ace Commercial Account Executive (Worcester)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant insurance experience, particularly in commercial or personal lines. Emphasise 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 role and the company. Mention specific skills that align with the job description, such as your ability to construct effective written communications and manage time efficiently.
Showcase Your Knowledge: Demonstrate your knowledge of insurance contracts and current market conditions in your application. This could be through examples of past experiences or insights into how you would approach the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the insurance industry.
How to prepare for a job interview at SJL Insurance Services
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of various insurance contracts and current market conditions. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Your Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, whether through emails, reports, or face-to-face meetings.
✨Showcase Your Organisational Skills
Be ready to discuss how you prioritise and manage your workload. Share specific strategies or tools you use to stay organised, especially when dealing with multiple clients and deadlines.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing during the interview, where you might have to handle a mock client call or negotiation. Practising these scenarios can help you feel more comfortable and demonstrate your ability to think on your feet.
