Description:
The role holder will lead a dedicated team of account handlers and effectively manage the insurance business for Lycetts existing clients. They will be responsible for the support of business development through the provision of quotes and cross-referrals as well as working collaboratively with senior account executives and account executives to provide the management of their client and prospect accounts.
Key responsibilities
- To lead, manage and develop a team of account handlers
- Complete regular 121’s and appraisals for a team of account handlers
- Delegate workloads across the team
- To prepare renewal schedules and contact client prior to renewal within compliance manual timescales
- Answer incoming new business enquiries and prepare new business quotations
- Negotiate alternative quotes - prior to renewal dates - where appropriate
- Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
- Develop business opportunities including identification of opportunities for cross-referrals
- Handle claims efficiently and within regulatory timescales time scales
- Act in-line with client requests and delivers beyond expectations
- Comply with file management, compliance procedures and FCA guidelines
- Foster good relations with insurance companies
- Ensure that the Lycetts’ delegated authority under agency agreements is not exceeded
- Operate an effective credit control system and report as required
Essential Attributes
- Previous experience in managing a team
- Previous broking experience preferably specialising in property and liability insurance / farm and estate
- Knowledge of wide range of commercial insurance products and companies
- Experience in obtaining information from clients via telephone & e-mail
- Experience in obtaining quotes and placing business
- Good confident customer skills – both written & oral
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Good organisational ability