Account Executive Broker
Core
Managing and servicing an existing portfolio of commercial insurance clients for the transport industry.
Role type
Account Executive Broker
Builds
Insurance policies, quotations, renewals, and endorsements for commercial transport clients.
Domain
Insurance broking / Transport industry
Deliverable
client delivery
Required skills
Client relationship management, insurance portfolio administration, policy documentation processing, underwriter liaison, needs analysis, record keeping
Preferred skills
Proactive approach, multitasking, independent work, team collaboration
Technologies
Microsoft Office (Outlook, Excel, Word)
Responsibilities
Manage and service an existing portfolio of commercial insurance clients; Prepare and process insurance quotations, renewals, endorsements, certificates, and policy documentation; Liaise with underwriters and insurers to negotiate competitive terms; Review client insurance needs and provide suitable recommendations; Respond to client enquiries via phone and email; Ensure accurate record keeping and maintain up-to-date client information.
Seniority
Mid-level, hands-on IC