Account Executive vacancies based in local area

Vacancies are field based within our local authority area.

Below is the exact wording of the vacancy as it appears on Universal Jobmatch Job ID 6374689

Lloyd and Barnes Insurance Ltd, Account Executive, Job description:

This position is field based and will be a minimum of 20 hours per week.

PURPOSE OF THE ROLE

• To work in the field calling on businesses and individuals to sell general insurance products to both consumers and commercial customers in an appropriate manner
• To establish customer needs and requirements and provide advice on the suitability of the products being offered
• To explain the covers available clearly so that customers can make an informed decision
• To answer all calls and enquiries in a timely and efficient manner.
• To support the firm’s goals and customer centric philosophy through excellent customer service skills
• To ensure all activities meet the processes and standards laid down by Lloyd & Barnes

KNOWLEDGE & EXPERIENCE

• Educated to a reasonable standard
• Good IT skills and knowledge of Microsoft Office, e-mail and internet.
• Preferably experience of providing specialised sales or customer service advice
• Ideally experience of working in a regulated environment
• Thorough understanding of face to face customer contacts.
• Willing to undertake residential and field-based relevant customer service and insurance training.

SKILLS REQUIRED

• Ability to plan and organise own work schedules, taking into account customer availability.
• Effective communication skills.
• Ability to gather and analyse information from the customer.
• Ability to identify and respond appropriately to an individual customer’s level of understanding.
• Ability to identify and match the products available with customer requirements.
• Ability to persuade and influence others.

EXPECTED BEHAVIOURS

• Act in an honest and open manner at all times with the customer, the firm and the FCA in all matters.
• Demonstrate a customer focused approach.
• Ensure that business transactions are conducted in a way that is clear and straightforward.
• Ensure all products sold meet the needs of the customer
• Act with integrity by demonstrating fairness and impartiality.
• Actively seek feedback from customers and report such feedback to the appropriate member of staff.

ACCOUNTABILITIES / RESPONSIBILITIES

• To identify potential sales by visiting potential customers in the areas designated over an agreed period of time.
• To analyse information gathered and undertake sufficient research to make suitable recommendations.
• To complete all supporting documentation in a timely, compliant and accurate manner.
• To support the departmental Key Performance Indicators and sales targets as directed by the Sales Manager.
• To comply at all times with the requirements of the firm’s own procedures and the requirements of the FCA
• To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly.
• To be aware of, and to follow at all times, the firm’s standards of ethical behaviour.
• To maintain customer records accurately and securely in accordance with the firm’s own record keeping requirements and following data protection rules.
• To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
• To undertake all other duties as reasonably required and directed.

SPECIFIC KEY TASKS & TARGETS

• Four new customers per week, aggregate 16 PCM
• Face to face contact with 20 potential clients per day
• Communicate and report activities daily in line with requirements
• All sales to be completed in accordance with Lloyd & Barnes compliance processes
• All documentation to be completed on time and in accordance with Lloyd & Barnes compliance processes
• Bank all cheques with one working day (24 hours other than weekends & bank holidays)
• Others to be specified as appropriate, in advance for each Performance Review Period

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