Job: Broker Account Executive

Our Client is the parent company of 4 subsidiary companies dealing with the efficient and ethical settlement of personal injury claims. The business focuses on working with insurance companies to drive down the cost of settling legitimate claims buy offering a mediated settlement that ensures the client receives their rightful compensation but at a cost that is more favourable to the insurance companies.

The role is to substantially support the Head of the team to:
• Manage on-boarding processes for new brokers and bodyshops – welcome pack and salesforce data entry
• Maintain regular contact with brokers and their operational teams to build strong client relationships and to ensure highest levels of customer service
• Resolving day to day broker operational issues and maintain claimant journey between all client partners
• Desktop account management through Salesforce.com and Qlikview systems – client and sales team
• Undertake claims analysis and report generation – Cross referencing and monitoring claims referrals and ensuring
targets are met
• Manage Bordereaux process – Analysing the number of policy holders that are being sold on a monthly basis, and chasing any outstanding / missing submissions form LEI partner
• Manage Stock and collateral to ensure the broker has a constant supply of the clients leaflets and marketing material
• Assist sales team with day to day sales operations
• Arrange incentives and hospitality for broker operational teams in order to encourage strong client relationships.
• Manage the distribution of weekly reports to senior management
• Perform due diligence, where necessary, on new referrers
• Build strong relationship with all partner companies
• Support PR and Marketing team

Person specifications
Proficient in Excel i.e. able to create pivot tables.
Experienced in analysing data
Has experience working within a high pressure sales environment
FSA sales background would be an advantage
Able to work on their own initiative
Account Manager experience an advantage