We’re Hiring – Commercial Account Executive
Job Description
To generate revenue and develop the profitability of the business whilst providing a proficient
and efficient service to all commercial customers through the recommendation of commercial
products in accordance with customer needs, whilst ensuring full compliance requirements met.
To provide full support to Managing Director and other members of the department.
New Business:
- Take active responsibility for achieving individual and company new business performance
objectives - Maintain a proactive approach at all times in seeking to maximise business opportunities
with existing and potential new clients - Proactively and enthusiastically prospect potential new clients, through company marketing
campaigns and promotional activities in line with company procedures
Commercial Business:
Ensure accuracy, efficiency and professionalism when dealing with both client and insurer:
- Dealing with allocated commercial clients and overseeing person lines business
in connection with these clients - Commercial Packages New Business and Renewal
- Checking monthly renewal lists and information input into data base to enable
reports to be submitted to Director - Dealing with Claims
- Identification of needs
- Negotiation and presentation to insurers in order to secure most appropriate
cover for the client - Presentation of recommendations and cover to the client
- Closing the sale and ensuring cover is on risk
- Securing cross selling business and referrals
- A strong ability to assess risks for all customers’
- Ensure all business activity fully complies with FCA regulation and company procedures
as detailed in the compliance manual – use checklists and support documentation as
provided by the company to assist with demonstrating compliance
- Handle any complaints in accordance with company procedures and regulatory
requirements - Achieve and maintain a high level of customer service and promote exceptional
customer care standards at all times - Develop and maintain a professional working relationship with all clients and ensure
expert advice in all areas of business - Conduct all aspects of account handling for clients including new business, technical
preparation, renewals, mid-term adjustments and claims
- Ensure any bad debt queries are dealt with efficiently and in line with company
procedures
- Achieve and maintain a high level of customer service and promote exceptional
customer care standards at all times
Claims – as required:
- Advise customers on appropriate course of action following notification of an incident
and/or on receipt of their claim
- Assist clients with enquiries relating to claims, either by direct involvement with the
insurer concerned, if appropriate, or providing contact names and telephone numbers for
clients own direct contact
- Chase outstanding claims regularly as appropriate
- Ascertain the most appropriate way to deal with the claim and liaise with the
underwriters to ensure an efficient process is followed
- Ensure all systems and files are kept up to date with accurate records
- Ensure payments received on behalf of customers are passed promptly to the customers
in respect of their settlement
- Notify a manager/senior manager of large or significant claims on receipt, and keep
them informed of progress and/or issues
- Achieve and maintain a high level of customer service and promote exceptional
customer care standards at all times
Administration Duties:
- Prioritise all client communication and ensure it is actioned in a timely way and in
accordance with company procedures
- Maintain all electronic and paper files in accordance with company standards (which
should be fully compliant with FCA)
- Maintain files and records in accordance with the company’s requirements
- Maintain accurate and up to date computer records – customer data, internal records
and such like
- Check thoroughly all client documentation before despatch, ensuring queries are raised
and amendments completed
- Control your own diary system, ensuring all items are followed up by the due dates
To request a full copy of the Job Description or make an application please contact:
Fiona Stephens Fiona@klf-insurance.com
