Financial Services Relationship Builder
3 days ago
We are seeking a highly skilled and results-driven Commercial Account Executive to join our team. The ideal candidate will possess excellent communication and sales skills, with a strong understanding of the commercial insurance industry.
The successful candidate will be responsible for generating leads, securing new business, and ensuring retention targets are met. They will also strive to achieve agreed income budgets for their book of business and minimize expenses.
Key Responsibilities:- Develop and implement strategies to meet new business targets.
- Build and maintain strong relationships with clients and stakeholders.
- Provide expert advice and guidance on commercial insurance products.
- Stay up-to-date with market trends and competitor activity.
- Manage client relationships and expectations.
- Communicate effectively with clients, underwriters, and insurers.
- Deliver exceptional customer service to achieve high client satisfaction ratings.
- Conduct thorough risk assessments and recommend appropriate insurance solutions.
- Analyze clients' portfolios and provide recommendations for optimization.
- Stay informed about new insurance products and services.
- Provide training and development opportunities to team members.
- Monitor and report on key performance indicators.
- Implement process improvements to increase efficiency and productivity.
- Maintain accurate records and reports.
- Stay current with industry developments and advancements.
- Pursue ongoing education and training opportunities.
- Collaborate with colleagues to share knowledge and best practices.
- Strong business acumen and analytical skills.
- Exceptional communication and interpersonal skills.
- Results-driven and goal-oriented individual.
- Valid driver's license and reliable transportation.
- Minimum 5 years of experience in commercial insurance sales or account management.
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