Client Executive
Client Executive
Stride have partnered with a leading family-owned insurance brokerage that is growing from strength to strength promoting internally and expanding.
Day to day of the role:
- Client Relationship management - you will have overall responsibility for your clients including service and liaison with the broking team
- Securing new clients and creating an active pipelineon Acturis
- Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
- Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate)
- Facilitating and overseeing introductions along with on-going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
- Creating and delivering Client Service Plan
- Ensuring appropriate resources are in place to deliver agreed services
- Agreeing appropriate remuneration with client
- Client entertainment participation and oversight
- Ensuring clients are fully aware of policy coverage / conditions / limitations
- Developing the renewal strategy for each of your clients
Required skills and experience:
- Cert CII
- Considerable experience in the corporate insurance industry
- Extensive working knowledge of General Commercial Lines business and the Broking market
- Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered
- Demonstrable drive, self-motivation and determination to achieve results
- Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
- Strong influencing, negotiation and leadership skills
- Team player
- Customer focussed
- Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)
Job Benefits:
- Hybrid working
- Competitive salary - depending on experience
- Car allowance
- 25 days holiday
- 6% employer contribution pension scheme
- Buy & sell holiday scheme
- Life assurance (4x basic salary)
- Income protection
- Private medical insurance (when eligible)
- Hybrid working
- Discounted insurance
Please contact me for more information or
Reference: 52378845
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