Client Services Executive - JLD Recruitment Ltd : Job Details

Salary: £30,000 plus, subject to experience

Location: Office based role in Westcliff On Sea

Hours: Monday - Friday 9am to 5pm

Holiday: 20 general days plus bank holidays and Christmas close down

Summary of Role

• To provide support to the broking team, including liaising with clients and insurers where required
• To help the team achieve the targets set
• To administer and service client’s needs, which includes, preparation of quotes, processing midterm adjustments and all other general administration and client handling.
• To cross-sell products according to the demands and needs of the existing clients.
• To assist the Directors and other staff members when requested.

Key Skills and Experience Required

• Excellent technical knowledge of Insurance including but not limited to Combined Liability, Contractors All Risks, Professional Indemnity, Motor Fleet, Directors and Officers Liability, Office and Cyber
• Competent on Acturis, Word, Excel and Microsoft Outlook programs
• Excellent written and telephone skills
• A proven track record for meeting and exceeding targets
• To possess excellent sales skills
• To possess excellent negotiation skills
• To understand and assist clients and fellow staff members with any Insurance queries

Core Values Required

• To be target focused and driven
• To be creative and highly motivated with a desire to succeed
• To possess the ability to deal with difficult customers and situations
• To possess the ability to be assertive
• To possess the ability to assist and support fellow staff members
• The ability to be diplomatic with fellow staff as well as customers
• To be able to delegate effectively when required
• To be able to network at all levels
• To be able to meet deadlines
• To possess the ability to nurture relationships