As a result of our continued growth and success in the insurance market we are seeking an ambitious and driven Account Manager to join our team in Sawbridgeworth.
Administer a portfolio of clients, ensuring renewal and liaising with clients and Underwriters as required. Deliver a high level of support to clients, Support new business initiatives through collaboration with colleagues.
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Renewal and ongoing servicing of a portfolio of existing clients, ensuring adherence to FCA and internal compliance guidelines;
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Ensuring records are fully and properly maintained on Goldmine database;
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Development of relationships by ensuring face to face meetings are held.
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Training of clients on basic policy administration;
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Supporting/advising clients on credit limit appeals, overdue accounts, negotiation of claims, and submission of turnover declarations;
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Timely negotiation of client renewals in accordance with compliance guidelines;
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Working with new business team to identify target companies and grow sales;
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Managing and developing underwriter and other professional relationships;
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Provide management information on renewals on a timely basis;
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Ensure that Xenia Brand and code of conduct is adhered to at all times both within the workplace or at other external events;
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Adhere to Xenia policies;
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Refer any matter beyond the level of an individual's experience or authority to their line manager;
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Complete a minimum of 15 hours of continuous professional development annually.