Private Account Executive

What you can expect:

• You will be responsible for creating documents for new customers, along with any mid-term adjustments and renewals information too.
• Ensure all customer details are recorded accurately and entered on to the system in a timely fashion to ensure data integrity.
• Obtain renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
• Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date.
• Manage insurer and customer queries about their policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
• Deal with account queries and credit control matters highlighting any concerns.
• Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.

Skills and experience we're looking for:

• Holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage. Educated to GCSE standard or equivalent, with an intermediate knowledge of the personal lines insurance industry.
• Previous experience in the insurance industry is preferred, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
• Risk aware in handling customer information, 100% customer centric, focussed on the best possible outcome for our customers at all times.
• Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members.
• Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
• Proficient in MS Office, CDL and Acturis experience would be advantageous.
• Eligible to work in the UK.