Account Executive - Bristol

Insurance Account Executive

Location: Bristol

Hours of work: 9.00am - 5.00pm Monday to Friday

Salary: £25,000 - £30,000

The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills. You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.

Key Responsibilities:

Adhere to all company policies and procedures.

Continuously identify areas for improvement and provide potential solutions to the

company and reduce costs.

Deliver excellent customer service whilst meeting customer requirements efficiently &

effectively for New Business.

Understand the processes and procedures required to provide quotations & put forward

suitable products to meet the clients demands and needs.

Ensure that all product information provided is clear, fair, and not misleading, allowing

the customer to make an informed decision.

Calculate New Business premiums in accordance with the specific carrier risk

appetite and guidelines or liaise with insurers for all non-delegated authority business.

Ensure that telephone calls are answered & dealt with promptly & efficiently.

Maintain thorough and accurate records of all customer interactions.

Identify complaints and refer to the necessary complaint handler.

Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered

to.

Required to be a referral point within the Branch.

Ensure that you remain compliant in everything that you do; including but not limited to

treating customers fairly, contract certainty & vulnerable customers.

Experience, attributes & skills sought:

Must have 2 years minimum experience working within a broking or underwriting

environment.

Competent in windows-based programmes; word, excel, outlook and internet.

Excellent communication skills: written and oral.

Ability to work alone and as part of a team.

Positive can-do attitude.

Strong team ethic.

Manage time effectively.

Closing date is 6 th December 2023

Hawk 3 Talent Solutions are operating as an employment agency on behalf of its client.

To Apply please follow the application process for the site this job is advertised on or email your CV to Rachel.wilson@hawk-3.com. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future