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Account Executive

Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.

Key accountabilities

  • To develop and maintain good working relationships with all clients
  • Develop own client book by retaining existing client's business and adding new clients either via recommendations or wholesale leads
  • Promptly respond to all client enquiries and provide appropriate advice
  • Ensure everything done is with a view to achieving a positive client outcome
  • Ensure client visits are made which are appropriate to client requirements so that service levels are achieved
  • Discuss and assess client requirements and only ever provide solutions that meet these requirements
  • Assist the client and DRP claims team as appropriate with any claims from own client book. Insurer relationships
  • Ensure knowledge of insurer's products, appetite and key personnel is kept up to date
  • Provide prompt response to insurer queries
  • Develop good working relationships with key personnel at all insurers
  • Provide both written and verbal, clear, professional and concise communication to clients, insurers and colleagues
  • Ensure the dedicated service team for your clients are kept up to date with any appropriate client changes or requirements and understand what is expected of them to ensure requirements are met
  • Ensure renewals are carried out on a timely basis
  • Manage own time effectively
  • Ensure all actions agreed with client are completed within timescales
  • Growth of own client book via renewal retention and new business income

To find out more give me a call on 07341158110.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Account Executive

Cheltenham, UK
Full time
Account Executive
General Insurance
$51,000 to $60,000 per year
41406_1712150816

Published on 3 Apr 2024

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