Private Clients & Commercial Account Executive, Lawes Consulting Group

Private Clients & Commercial Account Executive

Lawes Consulting Group

Location:

United Kingdom, London

Category:

Insurance

Contract Type:

Not provided

Salary:

40000.00 - 50000.00 GBP / Year

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Job Description:

Job title: Private Clients & Commercial Account Executive. Salary: £45,000. Location: London / 2 days remote working. Purpose of role: Successfully convert New business leads from initial client contact to close of sale. To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.To develop strong relationships with new and existing clients.Provision of high level professional advice to clients.To seek and secure new accounts and generate new business revenue.To identify cross selling and referral opportunities.

Job Responsibility:

Successfully convert New business leads from initial client contact to close of sale
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation
To develop strong relationships with new and existing clients
Provision of high level professional advice to clients
To seek and secure new accounts and generate new business revenue
To identify cross selling and referral opportunities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues
Assist in achieving Group/Division client retention targets by providing an excellent level of service
Liaise effectively with the client to agree an appropriate strategy for renewal and/or new business
Obtain quotations or renewal terms and present to client
Produce and issue professional summaries and reports
Issue renewal documentation in line with contract certainty
Ensure premiums are collected prior to the commencement of cover and in line with our clients’ procedures
Prioritise and handle all work promptly and accurately
Handle all queries, whether written, by telephone or face to face, in a professional manner and process effectively in line with service standards
To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly and Consumer Duty
Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system
Produce accurate and professional documentation at all times using relevant inhouse templates
Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium
Refer all queries that fall outside own experience, knowledge and authority to senior staff

Requirements:

Previous HNW & Commercial experience
Cert CII qualified
Comprehensive knowledge of relevant policies including current market conditions
Ability to use all IT systems made available for the role and to maintain computer records in the prescribed manner
Excellent relationship skills
An understanding of Acturis
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR & Consumer Duty
Working knowledge of the inhouse product range, policy wordings and service standards

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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