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- Tasks: Join our team to manage new business and client relationships in the insurance sector.
- Company: SJL Insurance Services is a dynamic broker serving clients nationally and internationally.
- Benefits: Enjoy a supportive 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: Experience in commercial or personal lines insurance is preferred; strong communication skills are essential.
- Other info: Embrace continuous learning and development while working with a diverse range of clients.
The predicted salary is between 43200 - 72000 £ 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.
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 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 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 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 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.
Contact Detail:
SJL Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Commercial Account Executive
✨Tip Number 1
Network actively within the insurance industry. Attend relevant events, trade fairs, and exhibitions to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of landing the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the insurance market. Understanding current market conditions and FCA guidelines will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Practice your cold calling skills. Since the role requires an entrepreneurial outlook and the ability to cold call, honing this skill can set you apart from other candidates. Role-play scenarios with friends or colleagues to build your confidence.
✨Tip Number 4
Prepare to discuss your experience with managing client relationships. Be ready to share specific examples of how you've successfully cultivated existing clients for recommendations and cross-selling opportunities, as this is a key responsibility of the role.
We think you need these skills to ace Senior Commercial Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in commercial or personal lines insurance. Emphasise any achievements in winning new business and managing client relationships, as these are key aspects of the role.
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 examples of how you've successfully managed client accounts or generated new business.
Highlight Communication Skills: Since effective communication is crucial for this role, provide examples in your application that demonstrate your ability to construct clear written communications and liaise confidently with clients and colleagues.
Showcase Your Knowledge: In your application, mention your understanding of FCA rules, GDPR, and current market conditions. This will show that you are well-informed and ready to adhere to the necessary regulations in the insurance sector.
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 Senior Account Executive role.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as managing client enquiries or negotiating terms with insurers. Prepare examples from your past experience that highlight your problem-solving skills and ability to achieve targets.
✨Demonstrate Your Communication Skills
Since the role involves liaising with clients and internal teams, practice articulating your thoughts clearly and effectively. Be ready to showcase your written communication skills by discussing how you would handle emails, reports, and client correspondence.
✨Emphasise Your Relationship-Building Abilities
The position requires cultivating relationships with clients and brokers. Share examples of how you've successfully built and maintained professional relationships in the past, and be prepared to discuss your approach to networking and client retention.
