Account Executive

Role: Account Executive
Location: Bristol
Working Hours: Monday – Friday, 9 am – 5 pm or 9:30 am – 5:30 pm
Department: New Business
Line Manager: Commercial Manager

The Role

SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.

It is vitally important that you possess strong communication skills, allowing you to confidently liaise with clients and overall decision makers, whilst also maintaining a high level of professionalism at all times.

Responsibilities & Duties:

• To supervise or carry out the new business function of insurance for clients dealing with telephone enquiries promptly, ensuring fair treatment of our clients
• To process new business quote instructions compliantly and efficiently
• To work with internal lead generators to put together target campaigns with the goal of appointment setting, ‘hot keys’ or renewal date capture
• Cultivate existing clients for recommendations and cross sell and upsell opportunities
• To react to leads generated by existing means (introduces, Website SEO, returning customers, recommendations etc.) in a timely and professional manner
• To achieve pre agreed conversion metrics and targets
• To attend meetings with clients where needed to discuss programme of insurance at both new business and renewal
• To attend networking events, exhibitions, trade fairs, expo’s and similar events where needed
• To ensure that all communications with clients are accurately recorded as per the Firm’s Procedures Manual.
• To utilise all markets available which may be better suited to the client’s requirements or which may offer preferential terms
• To develop ongoing, mutually beneficial relationships with Brokers, Clients, Introducers and Insurers.
• Negotiate terms with insurers in the best interest of the insured
• Adhere to all company policies as detailed in the company handbook
• Embrace and use Broker Assess for all CPD, ensuring you meet minimum standards as laid out by the firm.
• Respond in a timely manner to all client queries and ensure that communications with the customer and/or insurers, or other relevant business contacts are recorded and uploaded on to the firms back office recording system

Skills Required

• Ability to prioritise and organise own workload to ensure that deadlines are adhered to
• Ability to construct effective written communications, including letters, emails and reports
• Ability to liaise confidently an effectively via the telephone, in writing and face to face
• Able to manage time effectively
• Knowledge and understanding of a wide range of insurance contracts including current market conditions
• Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
• Knowledge and understanding of the firms IT system and use of its computer quotation engines
• Willingness to continue to learn and develop
• Entrepreneurial outlook with the ability to cold call (both face to face and over the phone) when needed
• To always act with integrity
• To always act with due care, skill & diligence
• To always be open and cooperative with the FCA, the PRA, any other regulators, compliance teams etc.
• To observe proper standards of market conduct

For more information, please contact Holly Mitchell – Head of Talent Acquisition
Email: [email protected]
Mobile: 07719 083 983