Account Executive/Handler

• Provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants
• Deal with clients over the phone and via e-mail to ensure retention and sales targets are maximised
• Deliver excellent customer service whilst meeting customer requirements efficiently & effectively for New Business
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client’s demands and needs
• Ensure that all product information provided is clear, fair, and not misleading, allowing the customer to make an informed decision
• Calculate New Business premiums in accordance with the specific carrier’s risk appetite and guidelines or liaise with insurers for all non-delegated authority business
• Ensure that telephone calls are answered & dealt with promptly & efficiently
• Maintain thorough and accurate records of all customer interactions
• Identify complaints and refer to the necessary complaint handler
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to
• Required to be a referral point within the Branch
• Ensure that you remain compliant in everything that you do
• including but not limited to treating customers fairly, contract certainty & vulnerable customers

• 2 years minimum experience working within a broking or underwriting environment
• Competent in windows-based programmes: word, excel, outlook and internet
• Excellent communication skills: written and oral
• Ability to work alone and as part of a team
• Positive can-do attitude
• Strong team ethic
• Manage time effectively
• Ability to work under pressure
• Good personal organisation skills
• Good timekeeping and presentation of self and work
• Strong negotiation and interpersonal skills
• Articulate & Numerate
• Works with a high degree of accuracy in all tasks
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA), Guernsey Financial Services Commission (GFSC)
• Required to understand the legal principles of insurance and insurance contracts including our clients’ obligations to insurers
• Required to understand technical knowledge of our clients’ product range, including understanding of the coverage provisions, exclusions, and conditions of the policy wordings

• Educated to GCSE level an advantage
• Cert CII qualification an advantage

Bonus (after successful completion of probation)