Internal Account Executive

The Role

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• To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.
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Main Tasks

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• To generate enquiries by making outbound telephone calls.
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• Respond to enquiries from clients, brokers and underwriters received by phone and e-mail in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
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• To complete the key task of "fact finding" to identify clients requirements and to provide a quotation to fulfil their Demands and Needs.
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• To maintain an accurate record of the assessment of the clients' awareness of risk and insurance as well as their circumstances and objectives.
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• By using the information gathered, determine which Insurers will provide the most best option for the covers required.
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• To obtain quotations, using delegated authority arrangements or by referring to our in-house Underwriter and to communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant's needs.
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• If the quote is accepted verbally, to issue written confirmation, providing full details of cover and enclosing the "Terms of Business" document.
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• Other duties and responsibilities may be required as directed.
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Key Performance Indicators

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• Achieve new business in accordance with budgeted income.
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• Manage the client/prospect database to generate sufficient leads.
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