Account ExecutiveProducer Motor Trade
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Job Summary
General information
Reference
003961Location
United Kingdom London London
Work Place
Hybrid
Secondary Location
London
Region
UK
Job Profile
Lockton - Experienced Professional
Title
Account Executive/Producer - Motor Trade
Description
About the Role
Account Executive
- Provision of the day to day servicing of a clients insurance programme to support retention and development of the business.
- Placement of insurances for clients in accordance with Lockton strategy.
- Effective and timely management of all renewals to ensure completion by the due date.
- Obtain quotations both for new and renewal business.
- Preparation of market and client documentation.
- Check policy documentation for accuracy prior to issue to the client.
- Provision to the client of policy documentation in accordance with regulations and in line with Lockton procedures.
- Deal effectively (and to the satisfaction of the client and the market) with queries including but not limited to changes in cover and risk.
- Prompt and accurate resolution of accounts queries.
- Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Producer/Partner as required.
- Provision of management information as required.
- Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide if applicable.
Producer
- Support the business when on-boarding new high-end clients
- Confident in approach when speaking with new prospects
- Using in-house systems to set up new client files and producing policy documents
- Feeding into annual business planning and forecasting
- Support in the production of proposal documents response to tenders and presentation materials where necessary
Candidate Profile
Candidate Profile
- Minimum of 5 years insurance experience in a similar role
- Excellent knowledge and experience of Ultra High Net Worth Insurance.
- Outstanding and proven track record in successful client service and retention
- You will be a highly driven and service lead insurance professional with great business acumen demonstrating the ability to identify how you can add value from an insurance and risk perspective to clients
Custom section 3
Scheduled
Full Time Permanent
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
The quality of your solicitors professional indemnity insurance underpins your integrity and reputation among your clients. As a regulatory requirement, it is critical that your cover performs effectively for you and your practice. Our dedicated and knowledgeable team is committed to ... View more
