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- Tasks: Conduct fact-finding calls and prepare renewal documentation for clients.
- Company: Join a reputable insurance firm in Lutterworth with a supportive team.
- Benefits: Enjoy competitive salary, comprehensive training, and 25 days annual leave.
- Why this job: Make a real difference by helping clients secure their insurance needs.
- Qualifications: 1-2 years of commercial insurance experience and strong customer service skills.
- Other info: Dynamic work environment with opportunities for personal development.
The predicted salary is between 35000 - 40000 £ per year.
Lutterworth based – 5 days in the office Permanent Monday to Friday – 35hrs (9.00 - 17.00) £35,000 - £40,000 pa (depending on experience)
The key responsibilities of an Insurance Account Executive (Renewals):
- Conduct fact-finding calls to identify clients’ requirements and provide quotations in line with Treating Customers Fairly (TCF) principles.
- Contact clients to renew policies and prepare all renewal documentation in accordance with company guidelines.
- Communicate quotations, advising on price and cover to meet the applicant’s needs.
- Achieve income and conversion targets by maximising use of team resources.
- Accurately document all customer interactions and maintain data integrity within Acturis.
- Balance company policy with customer benefit in all decision-making processes.
The minimum requirements for the Insurance Account Executive role (Renewals):
- 1 – 2 years commercial insurance experience.
- Previous experience in telephone-based insurance renewals or account management.
- Demonstrable commitment to customer satisfaction and professional integrity.
- Ability to handle challenging customers and complaints with patience and professionalism.
- Proven team-player with a strong work ethic and willingness to work occasional overtime.
- Highly organised, detail-oriented and able to multitask in a fast-paced environment.
The ideal candidate for the Insurance Account Executive (Renewals) role:
- Proficiency in using Acturis or similar automated information systems.
- Track record of meeting or exceeding financial targets and KPIs.
- Proactive approach to process improvement and personal development.
- Demonstrates a clear understanding of wider insurance policies.
Insurance Account Executive benefits:
- Comprehensive training and development programme.
- Company contributory pension scheme.
- Discretionary bonus scheme.
- 25 days annual leave plus increase after years of service.
- Medical Insurance.
- Free on-site parking.
The Caraires Consultancy operates with integrity by treating our clients, applicants and suppliers in a fair and honest manner – as we want to be treated.
Interested? Please apply below or call us on 01788 298040 for an informal chat.
If you have sent us a copy of your CV and not had a reply within 5 working days we would kindly ask you to assume your application on this occasion has been unsuccessful.
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Commercial Insurance Account Executive (Renewals) employer: The Caraires Consultancy
Contact Detail:
The Caraires Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Account Executive (Renewals)
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the role of an Insurance Account Executive (Renewals). Highlight your customer service skills and any relevant achievements to make a strong impression.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Commercial Insurance Account Executive (Renewals)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Account Executive role. Highlight your commercial insurance experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your experience aligns with our values at StudySmarter. Keep it concise but impactful – we love a good story!
Showcase Your Customer Focus: Since customer satisfaction is key, make sure to include examples of how you've gone above and beyond for clients in your application. We appreciate candidates who understand the importance of treating customers fairly.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at The Caraires Consultancy
✨Know Your Stuff
Make sure you brush up on your commercial insurance knowledge, especially around renewals. Understand the Treating Customers Fairly (TCF) principles and be ready to discuss how you've applied them in past roles.
✨Showcase Your Customer Skills
Prepare examples of how you've handled challenging customers or complaints in a professional manner. Highlight your commitment to customer satisfaction and how you’ve gone the extra mile to meet client needs.
✨Be Data Savvy
Familiarise yourself with Acturis or similar systems before the interview. Be prepared to discuss how you’ve used technology to maintain data integrity and document customer interactions effectively.
✨Demonstrate Team Spirit
Think of instances where you’ve worked collaboratively with a team to achieve targets. Show that you’re a team player who values collective success and is willing to support colleagues when needed.
