Account Executive
Core
Manage client portfolios and sell general insurance products to protect businesses and individuals.
Role type
Account Executive (Insurance Broking)
Builds
New insurance policies and tailored coverage solutions
Domain
Insurance / General Insurance
Deliverable
product features
Required skills
Insurance broking, client portfolio management, sales planning, underwriting information gathering, quote preparation, premium collection, compliance adherence
Preferred skills
Business development, claims broking knowledge, professional development
Technologies
Insurance systems
Responsibilities
Manage a portfolio of clients and ensure appropriate insurance coverage; Present recommendations and options to prospective clients; Implement a sales plan including contact and visits; Gather underwriting information and prepare quotes/proposals; Collect premiums from new clients; Undertake professional development activities; Ensure compliance with standards and policies