Account Executive, Kerry London Ltd

Role Purpose

The Account Executive will manage a client portfolio and work with other Account Executives and Account Handlers to service new and existing clients, help maintain positive client relationships and provide high quality of service to assigned accounts with a focus on the profitability of the business.

Provide full scale assistance and support to senior personnel responsible for managing and supervising the relevant team in various Account Handling tasks and interaction with the market.

Core Responsibilities

Professional / Technical – Individual should be competed in the relevant department
• Build clients confidence through demonstrating excellent product knowledge.
• To develop and enhance relationships with key insurers and underwriters and work closely with other Account Executives in forging long term relationships with existing and new clients.
• Advising on existing products.

Sales
• Able to deal directly with Senior Account Handlers, Account Executives and Business Developers at all levels ensuring that their demands and needs are met.
• To assist in the achievement of all forecasts, plans, programmes and budgets in your respective area of work as agreed with Supervisor and Manager.
• Retain existing clients and grow revenue to specified targets.
• Open dialogue with potential new clients and discuss Company’s products with knowledge and credibility.
• Understand and practice fee negotiation process.

Staff Management
• Take a proactive position regarding workloads within the team.
• Ensuring the delivery of a consistently excellent standard of written correspondence and verbal communications.
• To assist in ensuring that all post and diary activity is completed daily in accordance with the internal procedures and performance standards.

Communication
• Point of contact in the team, for everyday client broker queries maintaining good working relationships with colleagues.
• To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
• To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets it’s responsibilities in this area.
• To understand and observe at all times the firm’s Treating Customers Fairly Policy and to encourage more junior staff to follow by example.

Administration
• Ensuring the delivery of a consistently excellent standard of written correspondence and verbal communications.
• Plan and implement appointments to ensure effective use of time and provide activity reports on a monthly basis.
• Prepare and deliver presentations as appropriate to client audiences at all levels.
• Point of contact in the team, for everyday client broker queries maintaining good working relationships with colleagues.
• Always work to developing new Partnership and relationship opportunities.

Duties and Obligations

• To act at all times within the FCA ‘Principles for Business’ and to comply with all regulatory requirements in respect to: Treating Customers Fairly, Data Protection, Anti-Bribery and AntiMoney Laundering and undertake mandatory compliance training as required.
• To support the firm’s Board and Approved Persons with Significant Influence Functions in ensuring a culture of compliance and competency at all levels within the organisation. To report any matters of concern through the appropriate channels.
• To actively contribute towards and participate in the firm’s Annual Performance Appraisal process. Identify and agree goals and objectives for personal development on a yearly basis, and participate in the quarterly review process.
• Undertake proactive ‘Continuous Professional Development’ activity to maintain the requisite competency levels required by the regulator. Ensure knowledge, skills and abilities remain appropriate to prevailing professional standards.
• To understand and observe at all times the firm’s Health & Safety policy and procedures. To cooperate and participate with other team members in ensuring that Health & Safety standards are met and maintained.
• To adhere to internal departmental and divisional processes and procedures.
• To support and demonstrate the Company values in actions and behaviour.
• Comply with FCA and internal procedures at all times.

Person Specification

• Extensive technical knowledge in relevant specialist area
• Excellent Spoken and written communication skills.
• Excellent sales and negotiation skills
• Ability to work independently and carry out assignments to completion with minimum instruction
• Strong organisational skills and attention to details
• Drive and motivation, for meeting targets
• The ability to gather and analyse information
• Good business sense
• The ability to manage contracts
• Good PC and keyboard skills (Word, Excel, Outlook)
• Experience of working to multiple priorities and working across a range of tasks
• Experience of working within budgets
• Cert CII qualified