Description:
Our client is a dynamic and thriving company in search of a talented Commercial Account Executive focussing on New Business to join their Sales department. As a key member of their team, you will play a crucial role in meeting their customers needs while driving new business growth. The successful candidate will be responsible for developing and maintaining commercial accounts, using their expertise in the insurance market to provide specialized sales advice. Reporting to the Director, you will have the opportunity to demonstrate your excellent business development skills and contribute to the firms strategic goals.
The primary objective is to foster prosperous and mutually beneficial relationships with clients, insurers, suppliers, and group companies. By facilitating the streamlined management of commercial insurance policies, they aim to play a pivotal role in delivering exceptional customer service focused on quality. This, in turn, will contribute significantly to the profitable growth of the business and the achievement of shared business objectives. Our client is committed to treating all clients fairly, ensuring their satisfaction at all times.
Desired Skills and Experience:
- Part to fully qualified ACII, leading to Chartered Insurance Practitioner.
- Proficiency in Microsoft Office, e-mail, and internet usage.
- A thorough understanding of insurance market trends and products.
- Minimum of 2 years experience providing specialized sales advice in the insurance market.
Skills Required:
- Excellent customer service skills.
- Effective oral and written communication skills.
- Strong ability to gather and analyse customer information.
- Persuasive and influential with the capability to identify and respond to customers needs.
- Strategic and operational planning acumen for both short and long-term business environments.
Expected Behaviours:
- Demonstrate integrity, honesty, and openness in all interactions with customers and the company.
- Comply with the Company Code of Conduct and ethical standards.
- Maintain a customer-focused approach and conduct business with clarity and fairness.
- Actively seek and address customer feedback to continuously improve service delivery.
Key Responsibilities:
- Develop and maintain relationships with existing commercial customers while targeting new customers through effective marketing strategies.
- Proactively create new commercial products in line with market trends and customer demands.
- Manage assigned commercial product promotions and sales campaigns effectively.
- Strategically plan product offerings and sales initiatives to maintain the companys market lead through exemplary customer service.
- Collaborate with account handlers to prepare commercial sales documentation accurately and efficiently.
- Take ownership of customer accounts, resolving inquiries promptly, and fostering positive customer relationships.
- Seek feedback from customers and respond to their needs effectively.
- Identify and address conflicts of interest appropriately.
- Support departmental Key Performance Indicators and sales targets as directed by the Sales Manager.
- Comply with the firms policies, procedures, and relevant regulations, including the Financial Services and Markets Act 2000 and FCA regulations.
- Uphold the firms policy on Conduct Risk and Consumer Duty.
- Maintain ethical behaviour and adhere to the firms Training and Competence procedures and continued professional training and development requirements.
- Fulfil any other reasonable duties as directed.