12 часов назад
Account Executive (Insurance Sales)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Executive (Insurance Sales): Managing a designated customer account portfolio and supporting insurance sales operations with an accent on relationship management, contract compliance, commercial documentation, and performance reporting. Focus on resolving customer issues, coordinating internal stakeholders, improving processes, and supporting account directors with escalations and customer requirements.
Location: Office-based at Head Office, GB Bedford - Acrey Fields, Bedford, MK44 3JZ
Company
is a global company with an Insurance Sales team serving customers through account and operational support.
What you will do
- Manage a designated portfolio of customer accounts and build relationships that support retention and account growth.
- Act as the main point of contact for customer queries, requirements, meetings, visits, and contract updates.
- Support Account Directors and National Account Managers with account updates, escalations, documentation, approvals, aged debt, and inventory matters.
- Create accurate reports, maintain legal and commercial records, manage customer portal access, and process documentation in line with contracts.
- Resolve customer issues and complaints, including compensation discussions where appropriate, while maintaining timely and professional communication.
- Deliver internal and external training, identify process improvements, and travel with occasional overnight stays when required.
Requirements
- Experience in a demanding customer service or sales environment.
- Strong customer service, relationship-building, negotiation, influencing, and communication skills.
- Excellent organisation, planning, diary management, attention to detail, and multitasking abilities.
- Proactive problem-solving, sound decision-making, flexibility, and the ability to work with technical and non-technical stakeholders.
- High proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Microsoft Teams.
- Ability to work from the Bedford head office and travel occasionally, including overnight stays.
Nice to have
- Experience with Tableau and SQL.
Culture & Benefits
- 23 days of holiday plus bank holidays and an additional personal special occasion day.
- One paid volunteering day for a charity of choice.
- Healthcare Cash Plan with Virtual GP access and support for dental, optical, chiropody, consultations, tests, and scans.
- Contributory workplace pension, life assurance, and discounted shares in the global company.
- Cycle to Work Scheme, fitness videos, gym discounts, and an employee deals hub.
- Inclusive workplace focused on diversity, collaboration, and equal opportunities.
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