Commercial Account Executive - Sheffield

Car Allowance - Sales
Ref: 153 Date Posted: Wednesday 29 Jul 2020
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Careerjuice recruitment are looking for a Commercial Account Executive to be based in Sheffield. They must be an experienced Insurance broker with sector knowledge. 

Your role

Manage and grow a portfolio of clients Insurance programmes in a professional and ethical manner following agreed procedures. Working closely with the Account Brokers you will be your client's first point of contact and the face of the company.

  1. PRINCIPAL ACCOUNTABILITIES / RESPONSIBILITIES:
  • Dealing mainly with Commercial Accounts;
  • Building and maintaining effective professional relationships.
  • Offering advice about existing products and promoting value added services and products;
  • Handling and responding to product queries from clients quickly, efficiently and accurately with the help of the team;
  • Dealing with renewals and new business quotations and securing both to achieve targets;
  • Keeping abreast of market conditions and developments;
  • Building up detailed knowledge about the company's products;
  • Understanding and maintaining a good working knowledge of the rules and compliance procedures of the Financial Conduct Authority (FCA);
  • Complete all administration and paperwork in accordance with Company Procedures.
  • Treat customers fairly at all times having assessed their specific needs.
  • Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company.
  • Key Performance Indicators:
  • Quality of advice/Product knowledge.
  • Developing new business opportunities
  • Utilising tools available to enhance customer experience and generate new business e.g. Zywave
  • Compliance with company procedures.
  • Awareness and compliance with Complaints & Complaint procedure.
  • Achieving financial targets.
  • Quality and Clarity of Records, Paperwork, Customer Documentation (e.g. reports) and Communication with colleagues (includes use of IT systems)
  • Queries from Customers & Internal staff.
  • Maintenance of Company Service Standards.

You will need to have:

  • Excellent communication and interpersonal skills
  • an interest in meeting new people and relationship management skills
  • strong sales and negotiation skills
  • the ability to inspire trust
  • good customer service skills
  • a results-driven approach to work in order to meet targets
  • strong presentation skills
  • numeracy, especially the ability to analyse and interpret statistical data
  • attention to detail and accurate record keeping
  • integrity, sincerity, and discretion
  • the ability to develop and deliver innovative ideas
  • commercial awareness and a keen interest in business
  • excellent time management skills and self-motivation
  • computer literacy
  • team working skills

You will also need a driving licence for visits to clients.

If you wish to apply, please do so and one of our consultants will be in touch. 

Careerjuice is acting as an agency.