The purpose of the role of the Account Executive is working closely with the Sales Director on company driven sales campaigns that centre around the current Arachas lead facilities and to sell the suite of products available in Affinity Lines. The role will be in fast-paced a dynamic team setting.

Sales and Activity Management:

• Seek, Quote and Convert quotations for new Affinity clients.
• Assist in achieving the overall objectives of the Affinity Lines New Business Team
• Responsible for customer interaction via email in an efficient manner and to the required level of output, compliance and quality standards.
• Keep client records complete, accurate and up to date
• Deal with incoming & outgoing calls and queries between clients and insurers
• Ensure policies are ordered, paid for and issued in a timely manner
• Comply with all management audit requirements

Customer Relationship Management:

• Build effective working relationships with
both new and existing customers by establishing trust, anticipating needs, sharing information and meeting commitments
• Deal with any issues that customers may have with their policies
• Assist Compliance in dealing with complaints

Customer Service:

• Take personal responsibility for delivering the highest level of accuracy and quality in your work
• Deal with requests and enquiries from customers, staff and management in a professional and timely manner and ensure that the complaint management standards and procedures are applied
• Demonstrate promptness, dependability and commitment in dealing with customers

Team Collaboration:

• Contribute to the team by sharing information, ideas and opinions
• Build good working relationships, collaborate with other teams and treat others in a fair and respectful way
• Proactively take on different roles according to the needs of the team
• Assist other team members in completing their work when required

Compliance:

• Ensure that all accounts are handled in line with compliance requirements
• Administer accounts in line with agreed policies and procedures

Requirements:

• APA minimum acceptable and working towards CIP Qualification
• Candidate must demonstrate the ability to work in a team environment
• Strong communication skills are essential
• Possess a positive, can do attitude with the ability to adapt to and embrace change
• Attention to detail
• Possess the ability to manage deadlines & prioritise workload
• Demonstrate good technical & product knowledge
• The ability to adapt to unforeseen events
• A good degree of personal organisation and a structured approach to time and resource management

Person Specification:

• Proficient in Office, including Outlook, Word & Excel
• Friendly and assertive manner on the phone
• Ability to develop relationships with insurers and clients
• Willingness to learn & develop
• Strong work ethic
• Commitment to ongoing professional development