Account Executive / Branch Manager

Account Executive / Branch Manager

Location: Clevedon

Salary: Negotiable

Overview

We are currently looking for a Account Executive / Branch Manager to join the successful and experienced regional team based out of the Clevedon office.

With this position we can be flexible on your approach and skills depending on your background within insurance. With Personal Lines, Commercial, Corporate and Claims working out of the Clevedon office there's plenty going on.

You'll be comfortable leading a team of Commercial Insurance professionals and helping them deliver solutions effectively to our customers.

You should be comfortable in dealing with both the team and customers from SME clients upwards and be focused on doing things the right way.

The day to day:

• Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards the teams overall budget objectives & KPI's
• Complete all roles and tasks as required, ensuring you adhere to the businesses procedures and policies at all times
• Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
• Client visits, presentations to insurers, obtaining and submitting best in market quotations for new business or renewals.
• Comply and manage your teams credit control
• Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
• Manage and prioritise your diaries/tasks, these are to be kept up to date
• Audit your staff 1 per month and feedback / Carry out Annual and Mid-Year reviews with your team members
• Manage staffing levels including recruitment
• Complete any training that is deemed necessary for your role and complete the actions set in line with your plan.
• Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)

What's on offer:

• Negotiable basic salary
• Car Allowance
• Bonus Structure
• Wide range of additional addon benefits and discounts (Pension, Holiday etc.)

Your experience:

• Good knowledge of broking large/technical commercial insurance risks across various business lines
• Experience of commerce and industry and familiarity with markets and economic trends
• Ability to develop and maintain business contacts and goodwill
• Excellent interpersonal, written and verbal communication skills
• Ability to prepare and present reports
• Pro-active and self-motivated
• Strong planning and organisational skills to meet deadlines
• Attention to detail
• Co-operative and supportive team player