SME New Business Advisor

SME New Business Advisor

Location: Poole

Salary: £25,000-£30,000 + Commission

We are seeking a knowledgeable SME New Business Advisor to join a great insurance brokerage firm in the Poole area. The ideal candidate will have a strong background in handling package policies and using Acturis systems. My client prides themselves on the progression and development of their staff with multiple opportunities throughout the business.

Responsibilities:

Manage a portfolio of small to medium-sized enterprise (SME) clients, providing expert advice on insurance packages and coverage options

Use Acturis systems to accurately input and update client information, generate quotes, and process policy documentation

Build and maintain strong relationships with clients through regular communication, ensuring excellent customer service and client satisfaction

Collaborate with underwriters to negotiate terms and pricing on behalf of clients

Stay informed on industry trends, regulations, and changes in the insurance market to provide clients with up-to-date advice and solutions

Handle any client queries or issues promptly and efficiently, ensuring resolution and client retention

Requirements:

Previous experience working as an SME Account Executive or similar role in the insurance industry

Proficiency in using Acturis systems and other relevant software applications

Strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients

Excellent negotiation skills and attention to detail

Proven track record of delivering exceptional customer service and client retention

Ability to work independently and as part of a team in a fast-paced environment

If you have a passion for providing outstanding service to SME clients and are looking to advance your career in the insurance industry, we want to hear from you. Apply now to join our team as an SME Account Executive in Poole.