Requirements: English
Company: Arachas Corporate Brokers Ltd
Region: Birr , Argovia
The purpose of this role is a client executive position working within a dynamic team setting. The role involves managing commercial accounts alongside an account director and developing an established commercial book of business.
Sales and Activity Management:
- Responsible for client insurance requirements, including inviting, securing, and documenting renewals, as well as mid-year alterations and claims handling, following agreed protocols and procedures.
- Achieve individual income targets.
- Provide account support to Account Director(s) for set clients or on an ad hoc basis as requested.
- Meet upsell and cross-sell targets.
- Follow agreed processes in all matters.
- Manage aged debt and premium collection.
- Comply with all management audit requirements.
Customer Relationship Management:
- Build effective relationships with customers by establishing trust, anticipating needs, sharing information, and meeting commitments.
- Address customer issues related to queries, quotes, etc.
Customer Service:
- Maintain a professional image to meet or exceed customer service standards.
- Ensure high accuracy and quality in work.
- Handle requests and inquiries from customers, staff, and management professionally and promptly.
Team Collaboration:
- Work closely with designated Account Director(s) if applicable.
- Collaborate within the team to meet all customer needs.
- Contribute to achieving monthly and yearly targets.
Compliance:
- Work with team managers and compliance teams to ensure file records meet prescribed standards.
Requirements:
- Minimum APA qualification, working towards CIP qualification.
- Ability to work effectively in a team environment.
- Strong communication skills are essential.
- Positive attitude with adaptability to change.
- Attention to detail.
- Ability to manage deadlines and prioritize workload.
- Good technical and product knowledge.
- Ability to handle unforeseen events with flexibility.
- Organized with a structured approach to time and resource management.
Person Specification:
- CIP qualification preferable.
- Experience with Open I is advantageous.
- Proficient in Office applications, including Outlook, Word, and Excel.
- Friendly and assertive communication skills, especially on the phone.
- Ability to develop relationships with insurers and clients.
- Willingness to learn and develop.
- Strong work ethic.
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