Client Executive

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom Heat Recruitment Full time

Responsibilities:

  • Manage, develop and renew a portfolio of small to medium sized accounts with existing partners.
  • Establish suitable distribution methods to negotiate renewal rates and terms and compile professional renewal presentations.
  • Maintain ongoing contact with existing partners to maintain strong relationships.
  • Monitor the performance of partners to ensure agreed forecasts are met.
  • Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
  • Identify opportunities for leads to other areas of the business as part of the JustAsk scheme.
  • Provide introductions and support crosssell processes to increase the amount of business we receive from our partners.
  • Track and maintain annual monitoring checks for all partners, both Exempt and AR.

Requirements:

  • 3+ years of experience in insurance sales, account management or client services.
  • Strong communication, negotiation and presentation skills.
  • Proven ability to build and maintain strong relationships with clients.
  • Excellent timemanagement and organizational skills.
  • Knowledge of insurance products and regulations.
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