At a Glance
- Tasks: Generate new business and manage client enquiries through calls and emails.
- Company: Dynamic insurance firm focused on growth and innovation.
- Benefits: Competitive salary, flexible hours, and opportunities for professional development.
- Other info: Fast-paced environment with great potential for career advancement.
- Why this job: Join a vibrant team and make a real difference in clients' lives.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 30000 - 40000 £ per year.
The Role
To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.
Main Tasks
- To generate enquiries by making outbound telephone calls.
- Respond to enquiries from clients, brokers and underwriters received by phone and e-mail in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
- To complete the key task of 'fact finding' to identify clients' requirements and to provide a quotation to fulfil their Demands and Needs.
- To maintain an accurate record of the assessment of the clients' awareness of risk and insurance as well as their circumstances and objectives.
- By using the information gathered, determine which Insurers will provide the best option for the covers required.
- To obtain quotations, using delegated authority arrangements or by referring to our in-house Underwriter and to communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant's needs.
- If the quote is accepted verbally, to issue written confirmation, providing full details of cover and enclosing the 'Terms of Business' document.
- Other duties and responsibilities may be required as directed.
Internal Account Executive employer: Stride Resource Management
As an Internal Account Executive at our company, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer comprehensive training programmes, competitive benefits, and a collaborative culture that encourages innovation and teamwork, all set in a vibrant location that fosters both professional and personal fulfilment.
Contact Details:
Stride Resource Management Recruitment Team
We think you need these skills to ace Internal Account Executive
Outbound Calling
Client Relationship Management
Fact Finding
Quotation Preparation
Risk Assessment
Insurance Knowledge
Communication Skills
