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For Companies At a Glance
- Tasks: Supervise new business insurance functions and manage client relationships effectively.
- Company: Join SJL Insurance Services, a forward-thinking insurance broker with a national and international reach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make an impact in the insurance industry while building valuable client relationships.
- Qualifications: Experience in insurance, strong communication skills, and a proactive attitude.
- Other info: Opportunity for career growth and networking at industry events.
The predicted salary is between 28800 - 43200 £ per year.
Overview
- Role: Account Executive
- Location: Worcester
- Working Hours: Monday – Friday, 9am-5pm or 9:30am-5:30pm
- Department: New Business
- Line Manager: Commercial Manager
The Role
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 an 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
- 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, expo’s 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 & Qualifications
- 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.
Account Executive employer: We Are Workforce Ltd
Contact Detail:
We Are Workforce Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Network like a pro! Attend industry events, trade fairs, and networking meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Be proactive in your job search. Don’t just wait for job postings; reach out directly to companies you admire, like SJL Insurance Services. A friendly email or call can make a huge difference!
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute to their success.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the team.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Executive role. Highlight any relevant insurance experience and 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 tell us why you're passionate about the insurance industry and how your background makes you a great fit for SJL Insurance Services. Keep it engaging and personal!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application reflects your ability to construct clear and professional messages. We love seeing candidates who can express themselves well in writing!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at We Are Workforce Ltd
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of insurance contracts and current market conditions. Being able to discuss these topics confidently will show that you're not just interested in the role, but that you understand the industry.
✨Practice Your Communication Skills
As an Account Executive, you'll need to communicate effectively with clients and colleagues. Practise articulating your thoughts clearly, whether it's through mock interviews or casual conversations. This will help you feel more at ease during the actual interview.
✨Show Off Your Organisational Skills
Be prepared to discuss how you prioritise and manage your workload. Think of specific examples where you've successfully met deadlines or handled multiple tasks. This will demonstrate your ability to thrive in a fast-paced environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, or growth opportunities. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you.
