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Client Relationship Executive

2 months ago

Cheltenham, United Kingdom PoloWorks Full time

Reporting to: Head of Relationship Management

Time commitment : 37.5 hours a week with flexible working

Hybrid working: Flexible with office working of a minimum of 2 days per week.

Salary : Negotiable, plus excellent benefits package

Location : Cheltenham/London


The Opportunity


This is a brand-new exciting opportunity, in which the successful candidate will work as part of the Engagement Management Team to maximise client relationships and win new clients.


As part of the role, you will be working with Service Line leaders to ensure products and services are relevant to existing and prospective clients, along with compiling well-structured responses to requests for proposals, creating renewal documentation and delivering presentations which are concise pertinent, complete and captivating for the audience being addressed.


We are a people-centric culture of togetherness, empowerment and involvement. It is our team that makes PoloWorks.


Key Responsibilities


  • Organise and run client engagement meetings in alignment with our governance structure.
  • Contribute to the build of a substantive pipeline of new business, across a range of services and clients.
  • Work collaboratively with internal stakeholders to ensure client satisfaction through delivery of existing services.
  • Grow existing clients through cross selling products and services from across the Marco Group.
  • Deliver comprehensive client reporting ensuring timely delivery.
  • Create and maintain strong client relationships, paying attention to their needs and future aspirations to allow Polo to be first point of contact for their needs.
  • Ensure all service delivery contracts you are primarily responsible for are financially viable.
  • Assist in building a pipeline 3 to 4 times the value of the stated annual target revenue.
  • For all clients within your remit, coordinate the capture of all client service delivery data, ensuring consistency and proactive communications to clients are achieved on an agreed Governance meeting schedule.
  • Input into the provision of regular client and market temperature reports that raise the awareness of what is happening to Marco Polo Group.


Experience & Skills


  • Proven team management, experience of delivering client engagement.
  • Proven track record of building substantial pipelines and closing sales.
  • Sound Insurance background and preferably an understanding of Lloyd’s and London Market (Re) Insurance markets.
  • Good level of Windows IT skills essential.
  • Self-motivated and proactive
  • Excellent written and verbal communication skills with strong interpersonal skills.
  • Ability to adapt to changing priorities and manage multiple deadlines.
  • Ability to work collaboratively with others and establish strong relationships both internally and externally.


Demonstrates behaviours aligned to the PoloWorks PRIDE values:

  1. Pioneering – we don’t stand still
  2. Responsible – We do the right thing
  3. Inclusive – we all play a role
  4. Delivery Focussed- we provide services we are proud of
  5. Empowering – we equip people to be their best


What you’ll get in return


As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.


You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.


Who are PoloWorks?


PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field.We pride ourselves on our ability to be flexible, responsive, and knowledgeable.


As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.


Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.


With offices in London and Cheltenham, Polo works has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.


PoloWorks is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide our team a work environment free from prejudice, discrimination, and intimidation so they can do their best work and live happy lives. Inclusivity and equality are important to us, and we don’t tolerate behaviours that don’t follow these values.