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Senior Internal Account Executive – up to £29k DOE – Poole

Senior Internal Account Executive – up to £29k DOE – Poole

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Bond Williams
Professional Recruitment

Senior Internal Account Executive – Salary up to £29k DOE – Poole

Our client, a leading insurance company are currently looking to recruit for a Senior Internal Account Executive to join their team.

Focussed on mentoring less experienced colleagues, sharing expertise in order to achieve, whilst ultimately putting the customer first.


  • Create documents for new customers, along with any mid-term adjustments and renewals information.
  • Ensure all customer details are recorded accurately and entered onto system in a timely fashion
  • Obtain renewal terms for customers, always ensure you’ve explored other options before providing the best available solution.
  • Prepare renewal closings from meeting minutes and ensure cover is bound by renewal date
  • Deal with Insurer and customer queries about their policies.
  • Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
  • Deal with account queries and credit control matters highlighting any concerns to account managers.
  • Apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required

Experience Required:

  • Previous experience in the insurance industry is essential, as is having worked to targets within a regulated, measurable framework and achieved SLAs.
  • Risk aware in handling customer information, 100% customer centric, focussed on the best possible outcome for our customers at all times.
  • Due diligence and process driven to deadlines, task focused, results oriented and takes initiative when assisting team members!
  • Outstanding communication and interpersonal skills, confident when building and maintaining rapport, strong planning and analytical skills with high accuracy and attention to detail.
  • Proficient in MS office
  • Eligible to work in the UK

Currently holding or working towards one of the Chartered Insurance Institute Qualifications, Dip CII or FIT would be an advantage.

Working Hours Mon- Fri 9am -5pm

If you are interested in the Senior Internal Account Executive role or would like more information, please apply online or email your CV to [email protected].

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Job Overview
Office & Commercial
Offered Salary
Up to £29000 per annum
Job Location
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