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Commercial Account Executive (Servicing)

Do you want to be part of the senior team in a reliable and resilient, boutique Insurance Broker in Kent? Are you an experienced Client Servicing Executive with a Property-Casualty insurance background? Are you good at building reliable relationships (both face to face and over the phone/ Zoom & Teams ) with existing clients and do you understand the needs of customers from a diverse set of UK industries?

If so, I am very interested in talking with you!

A well-established Broker is looking for an experienced Servicing Executive to join their growing, enthusiastic self-empowered and highly successful team and adopt a portfolio of existing clients. The Servicing Executive will be responsible for their renewal, cross-selling and upselling where needed and dealing with Insurers on the day to day matters that arise.

What can you expect?

  • To work with the senior team to shape and contribute to the future of the business
  • To work with a wide insurance marketplace in meeting the needs of clients
  • To be part of a team that strives to deliver best practice, market leading service and client focused solutions
  • Good work life balance/ flexible working - a healthy mix of being based both at home and at the office
  • Multiple opportunities for continuous personal development, charity work and events program

The Role:

  • Manage a portfolio of existing clients throughout the year, including their renewal cycle
  • Identify, agree and execute strategies for clients' insurance and risk management needs
  • To help clients with non-insurance related matters by putting them in touch with other clients that can provide insight and assistance
  • Liaise with Insurers on behalf of clients
  • Complete own administration accurately and effectively
  • Chasing client payments
  • Strive to deliver best practice, market-leading service and solutions for all clients
  • Be an active, and positive contributor to the team and business as a whole

The Person:

  • Property-Casualty (Combined) insurance experience as a servicing executive
  • Exceptional communication, relationship and interpersonal skills
  • An eye for detail and an ability to understand and exceed customer needs
  • Negotiating and Influencing skills
  • Analytical and problem-solving skills
  • A working knowledge of the regulatory environment
  • Cert CII qualified and working towards ACII is desirable

What makes you stand out:

  • Dynamic with previous client facing experience
  • A self-starter with a proven track record of success with existing clients
  • The ability to remain calm under pressure and be able to work flexibly when required
  • A deeper knowledge of Construction, Motor Trade, Engineering, Property Owners, Motor Fleet, PI, Cyber and Marine trades

If you would like to hear more, please get in touch for a confidential chat.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Commercial Account Executive (Servicing)

Kent, UK
Full time
Account Executive
Commercial Insurance

Published on 10/12/2021

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