Client Account Executive Leader

Job Title: Client Account Executive  Leader

Location: London

Full/Part Time: Full Time

Salary: £70,000 - £90,000 per annum + Car Allowance 

Insurance Industry Sectors: Brokerage, Broking, Real Estate, Commercial Property 

Purpose of role

A senior client advocate delivering day-to-day operational management of the team or area of specialism. You will be the lead person within the team, other AE will be reporting to you. 

Experience:

• Real estate,  commercial property experience  a must.

Key tasks and responsibilities

Team management

• Oversee and supervise the day-to-day operational activities of the team, providing support to SVPs.
• Embrace an entrepreneurial approach, assisting SVPs in achieving results through innovative ideas, concepts, and product development initiatives.
• Support and mentor associates in reaching their goals, actively challenging performance, and contributions through regular one-on-one meetings.
• Adopt a solutions-oriented approach and contribute to technological enhancements.
• Conduct performance and development reviews in alignment with our clients' requirements, always in collaboration with SVPs.
• Identify operational-level resource needs and contribute to business case proposals as required.
• Maintain regular and transparent communication with SVPs and Partners, promptly escalating client or team issues through both verbal communication and the provision of necessary management reports required by the SVPs.
• Organize and monitor client allocation, workflow, and credit control reports, reporting to SVPs.
• Provide coaching support when necessary.
• Assume responsibility for sourcing or organizing training opportunities for associates, ensuring the full utilization of buddy and mentoring programs as appropriate.
• Deliver mentoring support as required.
• Validate and approve slips, cheque requisition forms, and engineering documentation as needed.
• Manage premium collection in conjunction with SVPs, prioritizing this as a key objective.
• Attend client meetings and insurer reviews, providing constructive and meaningful feedback.
• Take charge of ensuring that effective communication and accountability thrive within the team, ensuring the regular occurrence of team meetings.

For more information on the role or to review the full job specification please contact Sharnia on any of the methods below.

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