Alexander Forbes Financial Services (acquired by JLT in December 2012)
Risk Account Executive
May 2008 — Present
Liaising with clients/insurers on a daily basis via email, letter and telephone.
Management of my own client portfolio.
Providing support to the sales staff and client relationship managers.
Training new starters/less experienced staff.
General day to day administration of schemes (checking/issuing renewal accounts, summarising data, dealing with client queries, producing reports etc)
Collating information on the sales staff's behalf and drafting reports