Accounting/Financial/Insurance

Account Executive

Full Time Permanent

UK Jobs Board

Account Executive

Are you an Accounts Executive who is used to servicing an existing book of business? Do you have commercial lines insurance experience from either an insurance company or brokerage? Do you want to be part of a well-established and high performing team?

We have an exciting opportunity for a highly organised and dedicated Account Executive to join our PIB Insurance Brokers, Speciality Team based in Birmingham. This is an extremely exciting time to join PIB as we enter a period of successful growth which this hybrid role has been created out of. The position offers a good level of flexibility with a 50-50 work from home option. You will be given a brand-new book of business across a geographical area, along with an Account Handler to help support you in your role.

In this client facing role, you will be responsible for ensuring the program of insurance is right for the client and so will have an excellent background in commercial lines insurance, coupled with excellent market knowledge. Your level of communication will be excellent both verbally and written, coupled with the ability to build excellent rapport and strong relationships with both clients and stakeholders. Your attention to detail and organisational skills will also be at a high level, ensuring work is completed accurately and in a timely manner. To be successful in this role, you will have good knowledge and experience of using Acturis system and CII qualified (working towards or a similar qualification).

Location: Our office is based in central Birmingham (B15 1TS) and is only 10 minutes’ walk away from the City Centre. There is free onsite parking, bus routes and the National Rail is in walking distance – The Metro Link, once built will only be 5 minutes from the office.

Responsibilities

With the support of an Account Handler:

You will develop client and insurer relationships to maximise business opportunities and achieve your Key Performance Indictors including income targets,
You will place commercial lines business within your authority limits and within the approved markets, referring unusual cases to an experienced colleague or Head Office,
You will undertake general broking activities including dealing with clients’ queries and correspondence, New Business, Renewals and Adjustments including reviewing the adequacy of the covers and suitability of the terms being offered. Ensuring clear communication of terms, conditions, warranties, and pricing,
Responsible for insurer surveys, ensuring risk improvements are implemented and adhered to, including communication with clients if the basis of cover and /or terms is changed as a result of the survey,
You will adhere to agreed policies and procedures as detailed in the Compliance Handbook,
You will use all core systems e.g., Acturis, Salesforce ensuring they are regularly updated for effective Management Information and Reporting,
You will liaise with Finance including Credit Control to ensure all queries are resolved quickly and efficiently,
You will attend company and/or branch meetings and events as required, including prescribed training. As well as aiming to achieve the minimum requirements for CPD through training provided in house or by identifying development areas during your Performance & Development Review meetings,
You will undertake any other reasonable duties as requested by management on an ad-hoc basis,
Experience:

You will have solid commercial lines or general insurance experience, from either an insurance company, brokerage or similar,
You will be computer literate (MS Excel, MS word and Outlook), with experience of Acturis,
You will have experience in managing large accounts,
You will be cert CII, working towards this or similar,
You will have excellent written and verbal communication, interpersonal and customer interface/relationship skills, with the ability to negotiate, coupled with team development skills,
You will be a natural problem solver, multi-tasker, along with a high level of attention to detail, ability to work under pressure, and adaptable to change,
You will be highly driven & organised with ability to work independently and will have great time management skills, commercial awareness and good business sense and judgement.
Further information

Collaboration is at the heart of everything we do. We believe that working together as one team across the Group is better for our customers, our businesses, and our employees, we offer excellent rates of pay, fantastic benefits and excellent career opportunities.

PIB Group is an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Your application will be treated in the strictest confidence.

Ref: (phone number removed)

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Tagged as: West Midlands