Overview

ACCOUNT EXECUTIVE - INSURANCE INDUSTRY - BOURNEMOUTH/SOUTHAMPTON AREA

Carlton Young specialise in the recruitment of professionals in the Accountancy, Finance, HR and Insurance sectors. Set up utilising the skills of a highly experienced recruiter and a fully qualified chartered accountant, we have the recruitment skills and industry know-how to bring applicants and businesses together, helping business thrive and improving lives.

We are partnering on a vacancy for a New Business Executive for a well-respected insurance broker with a network of offices. We are looking for someone close to either Bournemouth or Southampton who can work a bank of clients, providing a high level of service. This role includes managing a bank of renewals and developing new clients through company and self-generated leads.

Responsibilities

• Manage your diary, ensuring regular meetings with your clients and ensuring that your renewal information is accurate
• Work closely with the account handlers and claims teams in the business to ensure that underwriting of policies is completed accurately and in line with clients expectations
• Follow up on new business leads, arranging appointments and gathering renewal information
• Maintain a regular flow of new business activity, reporting progress to the broking manager
• Secure the client through professional delivery of information and building trust and rapport

Location & Target Market

This is a role directed primarily for SME businesses across the Dorset / Hampshire region. We are looking for someone who:

• Has gained experience within a sales focussed role
• Understands the basic principles of client management in a broking environment
• Has gained CII qualifications or has the relevant business experience
• Can hit and exceed targets and KPI's
• Is a strong communicator, both written and verbal

Benefits & Salary

The company offers a competitive starting salary depending on experience (we have recommended a starting salary guide of £35,000 to £38,000) as well as a New Business commission structure and hybrid working opportunities. All other benefits will be discussed at interview.

How to Apply

If this position is of interest, please send through an up to date CV for consideration.

We value all applications, however, due to volume numbers we are only able to contact candidates whose skills and experience closely match the requirements of our clients.

Legal & Equal Opportunity

In line with the requirements of the Asylum and Immigration Act 1996, all applicants must be eligible to live and work in the UK and will be asked to provide documented evidence of eligibility. In line with the requirements of the Employment Agencies Act 1973 we are prohibited from charging work-seekers for work finding services.