Account Executive/Account Managers
Core
Assist in the renewal process, gather information and documentation for existing customers concerning renewals and mid-term adjustments, follow up on new and existing renewal business quotations, and identify alternative quotes for customers.
Role type
Account Handler / Account Manager
Builds
Renewal business and alternative insurance quotations
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Commercial account handling, personal lines experience, rapport-building, communication, risk awareness, planning, analytical skills, upselling
Responsibilities
Assist in the renewal process, gather information and documentation for existing customers, follow up on renewal business quotations, identify alternative quotes for customers, liaise with third-party insurers, ensure accurate data recording into the system