Account Executive

Roles & Responsibilities:

An exciting opportunity has arisen for an experienced and driven Account Executive to join DR&P Group. This role is ideal for a dynamic individual with strong client management skills and a passion for the insurance industry. As an Account Executive, you will be provided a book where you will manage a diverse portfolio of clients, ensuring they receive the highest level of service and the best insurance solutions to meet their needs. You will be required to maintain and grow the existing portfolio provided, proactively securing new business opportunities through networking, referrals and lead generation.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong, lasting relationships with clients, acting as their primary point of contact for all account-related matters.
• Insurance Advice: Provide expert advice on various insurance products, including commercial, property, and liability insurance, tailoring solutions to meet the specific needs of clients.
• Account Management: Oversee and manage a portfolio of clients, ensuring that their policies are up-to-date and that they receive the appropriate coverage.
• New Business Development: Identify and pursue new business opportunities to grow the portfolio. This includes prospecting, generating leads, and converting them into long-term clients.
• Claims Support: Assist clients with claims by liaising with the claims team, claims executives and insurers, guiding them through the process, and ensuring timely resolutions.
• Administration: Maintain accurate records of client accounts, ensuring all documentation is up-to-date and compliant with industry regulations.
• Market Knowledge: Stay up-to-date with the latest industry trends, market conditions, and product developments to offer clients innovative and competitive insurance solutions.
• Collaboration: Work closely with internal teams, including brokers and underwriters, to ensure seamless service delivery and customer satisfaction.

Key Requirements:

• Experience: Proven experience as an Account Executive or Insurance Broker within an independent brokerage or similar role.
• Knowledge: Strong understanding of insurance products and services, particularly in commercial and corporate lines.
• Skills: Excellent communication, negotiation, and relationship-building skills.
• Customer Focused: A commitment to providing outstanding customer service and managing client expectations effectively.
• Sales Driven: A proactive attitude towards new business development and achieving sales targets.
• Certifications: Relevant qualifications such as Cert CII or ACII (or working towards) are highly desirable.
• Technology: Proficiency in Microsoft Office Suite and experience with insurance management software.

What we offer:

• Salary: Based on experience plus bonus scheme
• Company pension: Included
• Hours: Full-time
• Holidays: 25 days holiday plus 8 bank holidays (increases to 28 after 5 years’ service and 30 after 10 years’ service)
• Income Protection: 75% of annual salary (paid after 6 months) for up to 5 years
• Life Insurance: 4 X annual salary
• Medicash
• Access to Cycle to Work Scheme