Commercial Account Executive

To fully support the Corporate Division, to achieve and exceed targets through the retention and development of KLL's Corporate Retail book and conversion of prospects into clients; to proactively set and achieve company income and growth plans for an allocated client portfolio; achieve renewal, cross sell and new business targets within agreed timeframes and costs; provide a comprehensive insurance service to existing and potential new customers in accordance with both FCA and internal requirements.

• Build clients confidence through demonstrating excellent product knowledge.
• Develop and enhance relationships with key insurers and underwriters and work closely with other Divisions, Account Executives and Handlers in forging long term relationships with existing and new clients.
• Advise on existing products.
• Have knowledge of a broad range of Corporate/Retail related covers.
• Accept new business target.
• Deal directly with Business Developers at all levels, ensuring their demands and needs are met.
• Generate leads through existing network and other methods, including cold calling and assisting existing sales support staff.
• Actively work with other operational and support functions in identifying cross selling/expanded services opportunities to maximise product sales penetration across the existing client base.
• Support the Corporate team in achieving the cross selling/expanded services targets allocated to the Corporate Division.
• Attend client meetings with members of KL at the highest level when required.
• Retain existing clients and grow revenue to specified targets.
• Develop innovative sales strategies and plans designed to leverage Corporate interest and business.
• Open dialogue with potential new clients and discuss Company's products with knowledge and credibility.
• Understand and practice fee negotiation process.
• Take a proactive position regarding workloads within the team and ensure the delivery of a consistently excellent standard of written correspondence, verbal communications and management processes.
• Assist in ensuring all post and diary activity is completed daily in accordance with the internal procedures and performance standards.
• Communicate effectively, both written and verbal.
• Be computer literate, including competent skills in Excel and Word.
• Plan and implement appointments to ensure effective use of time and provide activity reports on a monthly basis.
• Prepare and deliver presentations as appropriate to client audiences at all levels.

1. Act at all times within the FCA 'Principles for Business' and comply with all regulatory requirements in respect to Treating Customers Fairly, Data Protection, Anti Bribery and Anti Money Laundering; undertake mandatory compliance training as required.
2. Support the firm's Board and Approved Persons with Significant Influence Functions in ensuring a culture of compliance and competency at all levels; report any matters of concern through the appropriate channels.
3. Actively contribute towards and participate in the firm's Annual Performance Appraisal process; identify and agree goals and objectives for personal development on a yearly basis, and participate in the quarterly review process.
4. Undertake proactive Continuous Professional Development activity to maintain the requisite competency levels required by the regulator; ensure knowledge, skills and abilities remain appropriate to prevailing professional standards.
5. Understand and observe at all times the firm's Health & Safety policy and procedures; cooperate and participate with other team members in ensuring that Health & Safety standards are met and maintained.
6. Adhere to internal departmental and divisional processes and procedures, including TAM.

• Extensive technical knowledge of all classes of business.
• Excellent spoken and written communication skills.
• Excellent sales and negotiation skills.
• Honesty and integrity.
• Strong organisational skills and attention to detail.
• Drive and motivation for meeting targets.
• Ability to gather and analyse information.
• Good business sense.
• Ability to manage contracts.
• Good PC and keyboard skills (Word, Excel, Outlook).
• Business planning, risk management, and budget setting methods and requirements, and general financial awareness.
• At least 5 years of experience with corporate clients (defined as having a minimum premium spend of £10K).
• Knowledge of policy terms, conditions and warranties.
• Experience of working to multiple priorities and across a range of tasks.
• Experience of working within budgets.
• Educated to A Level or equivalent, or enough experience to demonstrate suitable skills.
• Minimum CII qualification.