Account Executive

Main purpose

The post holder is our brokers/clients first point of contact. The person creates and builds a relationship with new and existing broker agents or customers to increase sales and revenue. They undertake the full range of administrative tasks required for the effective management of the Account Executives function and role within the business.

Key Accountabilities

• Provide quality customer service, including interacting with customers/clients, answering customer enquiries, and effectively handling customer complaints.
• Increase number of buying customers.
• Retain existing accounts and grow their buying capacity.
• Seek and provide competitor and market intelligence to the business.
• Continued professional development.
• Work effectively as a team and make a marked contribution to monthly sales target.
• Time Management.
• Prioritisation.
• Provide excellent customer service.

Key Duties

• Receive inbound sales and enquiry calls from Broker agents and/or inbound sources.
• Process new broker/client applications onto insurance CRM system.
• Make contact and liaise with broker or client on an ongoing basis.
• Build and maintain the relationship with the Broker agent or clients.
• Ensure all data provided is accurate and correct i.e. Clients name is correct along with contact details.
• Upload all project details i.e. Floor Plans, elevations, site plan and any other supplementary information provided.
• All required information must be received and uploaded before it is moved to underwriting.
• Create a property tree, if necessary.
• Make sure all notes are clear and properly recorded and up to date.
• Once the risk is received back from underwriting review premium and ensure the price is within the parameter guidelines.
• Contact the broker/client once the quote is sent.
• Quotes must be followed through to closure.
• Provide Broker/client assistance on the next step of the process. This may be documents required before ICW can proceed further e.g. EPCs, gas and electric certs, building control sign offs and IBGs needed.
• Provide quality customer service, including interacting with brokers/clients, answering customer enquiries, and effectively handling customer complaints.
• Any other duties as may be required.

Knowledge, Skills and Experience

• You will possess strong interpersonal skills with the ability to quickly establish, build and maintain relationships.
• You will have exceptional attention to detail skills, be highly organised, can effectively work through a standard process and procedure, and be a valuable team player.
• The role requires the individual to enjoy the construction/ insurance industry and working with site plans and numerical information.

Requirements of Role

• Comprehensive and current knowledge of company offerings and industry trends.

• The drive and energy to manage multiple accounts while looking for new opportunities.

• Excellent verbal and written communication skills.

• Ability to understand Broker needs and handle the negotiation process.

• Computer skills, especially MS Office and CRM software.

Additional Information

As part of the ICW Group everyone is:

• expected to behave and act in a way which promotes and contributes to the overall aims, values and ethos of the Company.
• required to participate in regular training and other learning activities, including 1-1s and appraisal as required by the Company’s policies and procedures
• required to participate in any relevant current and new legislative and regulatory activities as may occur.

To apply please complete the form at the top right of the page. Please note that in submitting your application you consent to ICW contacting you in relation to your application.