Commercial New Business Account Executive

 

 

Classification: Internal

 

Commercial & Private Clients Account Executive

The Role

NFU Mutual is the UK’s Which? recommended insurer of the year 2020 and also a leading UK insurer. We are a business where honesty, integrity, trust and personal service lies at the heart of our values. For over 100 years we have put our customers at the centre of our focus, which is what we attribute our success to. We dedicate ourselves on providing the highest levels for customer service to establish and maintain long lasting relationships with our customers. There are over 300 local independently owned NFU Mutual Agencies, and the successful candidate will be employed by the J C Langley & C M G Platt partnership t/a NFU Mutual St Albans & Harpenden. J C Langley & C M G Platt are appointed representatives of NFU Mutual. As an Account Executive within our growing team, you will play a key role in the success of an established and expanding local business. You’ll be responsible for reviewing and advising an existing book of commercial and private clients, whilst maintaining the high levels of service our customers have grown to expect. Whether you’re developing a relationship with a high-net worth client or meeting a company Director in the board room, you’ll appreciate the issues your customers are facing and give them the support and advice they need.

 

 

 

Classification: Internal

Key Responsibilities • Review and advise upon customer general insurance requirements. • Identify and initiate cross-selling and up-selling opportunities and activities to new

and existing customers. • Acquire and maintain knowledge of NFU Mutual General Insurance products, as

applicable to product licenses. • Act as Life Qualifier to obtain appointments for Financial Advisers, Customer

Telephone Advisors or Customer Telephone Introducers and meet Agency target. • Develop and sustain effective working relationships with customers, all members of

Agency and NFU Mutual staff. • Comply with all applicable sections of the NFU Mutual General Insurance Compliance

Manual for the Agency Network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures.

• Maintain record keeping requirements for your role. • Produce correspondence to required time frames and quality standards. • Take the lead role in respect of commercial new business in the agency. • Perform other duties as assigned by Office Manager & Agents. What we’re looking for: • Someone who can demonstrate the drive, energy and enthusiasm required to provide

a fantastic customer experience to our existing and prospective clients. • A confident & effective communicator, both written and verbal. • Team Player • A proficient IT user with good interpersonal and communication skills. • A ‘can-do’ attitude • Be prompt, reliable and trustworthy. • Be organised and able to work to deadlines as required. • Have the ability to manage your own workload and prioritise accordingly. • A minimum of 5 GCSE’s (or equivalent) including Maths & English. • The ability to learn new systems, products, processes and skills.

 

 

 

Classification: Internal

What we have to offer you: Professional, hardworking yet supportive and friendly environment with a strong team ethos and ethical practices. To allow you to perform to your best, we will invest in your personal development and provide a comprehensive training plan. Long-term career development opportunities, with a comprehensive training programme. Full time Monday to Friday 9.00am to 5.00pm. This role will be client facing and time will be split between office and visiting client premises. Applicants should have a valid UK license and own transport. We are currently in temporary serviced offices in Harpenden, but will be relocating during 2021 / early 2022 to permanent offices in either Harpenden or St. Albans Salary range: £27,000 - £40,000 depending on experience Closing date for applications: 12th August 2021