Personal Lines Account Executive

Posted Today by Recruitpedia Nxt Gen Recruitment
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Salary negotiable
York , North Yorkshire
Permanent, full-time
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Posted by Recruitpedia Nxt Gen Recruitment
Personal Lines Account Executive | York| Full Time | Competitive Salary

Personal Lines Account Executive

A long-established leading independent Insurance Broker and Financial Services Adviser throughout the Yorkshire region is actively looking for a Personal Lines Account Executive to join their friendly team in their York city centre location.

Their business has thrived by providing excellent customer service and having friendly staff who are experts in their field.

They can source cover for simple private home and motor insurance, right through to non-standard risks and High Net Worth cases. With access to specialist markets and a wealth of experience, there isn’t often a challenge they cannot meet – and they’ve become the go-to broker for niche placement.

The Role:

Ideally a full-time position (Mon-Fri, 9-5) and predominantly office-based and customer-facing, you will have a varied role processing new business quote, mid-term adjustments and managing policy renewals. You will also be on-hand to oversee and guide customers needing to make a claim.

Classes of business can include;
  • Private motor
  • Commercial vehicle
  • Owner-occupied home insurance
  • Unoccupied properties
  • Landlords and renovation risks.

Working for an advised broker, you will be expected to:
  • Maintain relationships with both clients and insurers
  • Prepare market presentations and broke risks to market, including online portals & schemes
  • Prepare for renewal by reviewing existing client needs
  • Negotiate terms both in respect of price and policy coverage
  • Compare cover options, assess suitability and build quotations, letters or reports as appropriate
  • Instruct Insurers in good time, check & issue policy documentation
  • Invoice, arrange finance, process card payments
  • Ensure all details of calls, correspondence and risk details are recorded on our systems
  • Diary all outstanding matters and follow up as appropriate.
  • Maintain and update knowledge of insurance products, services and markets.
No Targets – they are not led by conversion rates and do not cold call – their business has thrived through reputation and recommendation.

About you:
  • You will have previous general insurance experience in an account Executive or Handler role and be able to hit the ground running to service their existing client base.
  • Whilst the majority of their clients are allocated a dedicated contact within their business, everyone is willing to chip in and assist colleagues as necessary. Teamwork is fundamental.
  • Product and market knowledge will be key and you will have the ability to adapt to varying levels of customer understanding / needs. Building long-lasting client relationships is what they are all about.
  • Ideally, you will have some experience with OpenGI software house (or similar) and be familiar with insurers web-portals and MS Office applications.
  • You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients. You will be willing to learn, as every day will be different.
  • This is a great opportunity to progress your career and support will be given to those wanting to progress with professional qualifications.
Benefits:

On top of a competitive salary - commensurate with your experience - they also offer a wide range of benefits.
  • Minimum of 22 days holiday, plus bank holidays and increasing with length of service
  • Company pension scheme, which they will also contribute to.
  • Life insurance, which will pay 2x your basic annual salary
  • Access to a host of lifestyle and financial benefits including high street retailer discounts, cinema tickets and more that you can choose via ‘Perkbox’
  • Cycle to Work Scheme
  • A range of insurance products available commission free, including home, motor, travel for you and your family
Vacancy Information:
  • Location: York
  • Salary Range: Competitive Salary
  • Job type: Permanent
  • Job Section: Finance/Insurance
  • Working Hours: Full time

Account Executive, Handler, Financial Services Adviser, Insurance Executive, Insurance, Personal Lines Account Executive, Permanent, York

Reference: 53258532

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