This role sits within the Childcare/Construction team which forms part of the wider Affinities Specialty Department. It is a fast-paced, high energy, fun & friendly team.
The team has underwriting authority across several Arachas Commercial Insurance Schemes, with focus area’s being the Construction & Childcare sectors. The Account Executive will share the management of an existing book of business including advising clients, inviting & securing renewals, as well as processing midterm alterations.
Role Accountabilities and Core Responsibilities
Sales and Activity Management
- Responsible for Client insurance requirements
1) Renewals
- Ensuring renewals are invited in line with agreed protocols and procedures
- Contributing to the achievement of the team’s monthly retention targets
- Binding Cover and issuing policy documentation
- Invoicing and premium collection
2) Mid Term Adjustments
- Obtaining and offering quotations for midterm adjustments
- Invoicing and premium collection
3) New Business
Assisting the National Sales Team by providing quotations in a timely manner and assisting with any queries in respect of premiums and covers
- Keep client records complete, accurate and up to date.
- Deal with incoming & outgoing calls and queries between clients and insurers
- Ensure policies are ordered, paid for and issued in a timely manner.
Customer Relationship Management
- Build effective working relationships with both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments.
- Deal with any issues that customers may have with their policies.
- Assist Compliance in dealing with complaints
Customer Service
- Take personal responsibility for delivering the highest level of accuracy and quality in your work.
- Deal with requests and enquiries from customers, staff and management in a professional and timely manner and ensure that the complaint management standards and procedures are applied
- Demonstrate promptness, dependability, and commitment in dealing with customers
Team Collaboration
- Contribute to the team by sharing information, ideas and opinions
- Build good working relationships, collaborate with other teams and treat others in a fair and respectful way
- Assist other team members in completing their work when required
- Cross department flexibility required
Compliance
- Ensure that all accounts are handled in line with compliance requirements
- Administer accounts in line with agreed policies and procedures
Requirements
- Minimum APA (Personal & Commercial) working towards CIP.
- Candidate must demonstrate the ability to work in a team environment.
- Strong communication skills are essential.
- Possess a positive, can-do attitude with the ability to adapt to and embrace change
- Attention to detail.
- Possess the ability to manage deadlines & prioritise workload!
- Contribute to positive team morale.
- A good degree of personal organisation and a structured approach to time and resource management
Person Specification
- Previous Open I experience preferable but not essential.
- Proficient in Outlook, Word & Excel
- Friendly and assertive manner on the phone
- Ability to develop relationships with insurers and clients.
- Willingness to learn & develop.