Client Relationship Executive
3 weeks ago
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:
- Pioneering – we don’t stand still
- Responsible – We do the right thing
- Inclusive – we all play a role
- Delivery Focussed- we provide services we are proud of
- 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.
-
Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as a Client Contract and Services Executive.This is an exciting opportunity for a results-driven professional to play a key role in driving business growth and customer satisfaction.Key ResponsibilitiesOnboarding...
-
Client Relationship Executive
1 month ago
Cheltenham, United Kingdom PoloWorks Full timeReporting to: Head of Relationship ManagementTime commitment: 37.5 hours a week with flexible workingHybrid working: Flexible with office working of a minimum of 2 days per week.Salary: Negotiable, plus excellent benefits packageLocation: Cheltenham/LondonThe OpportunityThis is a brand-new exciting opportunity, in which the successful candidate will work as...
-
Client Relationship Executive
3 weeks ago
Cheltenham, United Kingdom PoloWorks Full timeReporting 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...
-
Client Relationship Manager
2 days ago
Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full timeWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as an Apprentice Client Service Executive.About the Role:The ideal candidate will have a passion for delivering exceptional customer service and building strong relationships with clients. As a Client Relationship Manager, you...
-
Client Relationship Manager
2 days ago
Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full timeWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as an Apprentice Client Service Executive.About the Role:The ideal candidate will have a passion for delivering exceptional customer service and building strong relationships with clients. As a Client Relationship Manager, you...
-
Client Relationship Manager
3 weeks ago
Cheltenham, United Kingdom Grafton Recruitment Full timeWe are excited to present a remarkable opportunity for a Client Relationship Manager to provide outstanding administrative support and customer engagement within a distinguished Financial Advisory firm. This position offers a unique chance to become part of a reputable Wealth Management organization known for its excellent workplace culture and opportunities...
-
Client Relationship Manager
3 weeks ago
Cheltenham, United Kingdom Grafton Recruitment Full timeAn outstanding opportunity awaits for a Client Relationship Manager to provide exceptional administrative support and customer engagement within a distinguished Financial Advisory firm. This role offers a unique chance to become part of a renowned Wealth Management organization that boasts a supportive work culture and ample opportunities for professional...
-
Client Relationship Executive
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom PoloWorks Full timeReporting 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...
-
Client Relationship Executive
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom PoloWorks Full timeReporting 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...
-
Client Relationship Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Searchability NS&D Full timePosition OverviewClient Relationship ManagerLocation: Cheltenham - This role requires approximately 30% travel to client and supplier locations, primarily within the UK.Security Clearance: All candidates must possess the highest level of UK Government security clearance (DV). It is important to note that there is no opportunity to obtain this level of...
-
Client Relationship Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Searchability NS&D Full timePosition OverviewClient Relationship ManagerLocation: Cheltenham - This role requires approximately 30% travel to client and supplier locations, primarily within the UK.Security Clearance: Candidates must possess the highest level of UK Government security clearance (DV). It is important to note that there is no opportunity to obtain this level of clearance...
-
Client Executive
3 months ago
Cheltenham, United Kingdom Red Recruitment Full timeRed Recruitment is delighted to be recruiting a Client Executive to join our client who is a Cheltenham-based insurance company. This role will require you to manage a portfolio of accounts as well as to use your initiative to identify opportunities for leads to other areas of the business. With many benefits alongside a generous salary of up to £30,000 per...
-
Client Relationship and Services Director
6 days ago
Cheltenham, Gloucestershire, United Kingdom Tarren Production Ltd Full timeJob Summary:Tarren Production Ltd is seeking a highly skilled and motivated Client Relationship Manager to join our team. As a key member of our sales and marketing team, you will be responsible for building and maintaining strong relationships with our clients, agencies, and suppliers.Key Responsibilities:Develop and execute sales strategies to drive...
-
Global Client Relationship Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom MacGregor Black Full timePosition OverviewGlobal Client Relationship ManagerDo you possess expertise in collaborating with international and domestic retail partners?Are you a results-oriented professional?Are you eager to be part of a prominent company in the Health and Beauty sector?MacGregor Black is currently seeking a talented Global Client Relationship Manager to join a...
-
Client Relationship Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timePosition Overview: We are seeking a committed Client Executive to become a vital part of our team at Howden Group Holdings. In this role, you will be instrumental in delivering exceptional service to our clients across various sectors, including charitable organizations, educational institutions, and student housing. Your primary duties will involve...
-
Client Relationship Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Autograph Recruitment Full time £50,000Position: Full time, PermanentAutograph Recruitment is seeking a dedicated and driven Client Relationship Manager to join their team on a full-time, permanent basis. This reputable Accountancy Firm is in search of a qualified professional (ACA or ACCA) with substantial experience in client management to nurture and enhance their existing client partnerships....
-
Client Executive
3 months ago
Cheltenham, United Kingdom I2I Recruitment Full timeMy long-standing client is committed to helping organisations discover brilliance through their talent assessment, development, and consulting solutions. - Based in modern offices, they are looking for a trainee client executive to provide crucial support to their team and clients. You will play a vital role in delivering efficient and effective project...
-
Client Services Executive
3 months ago
Cheltenham, United Kingdom I2I Recruitment Full timeMy client is a well-established organisation that operate both in the UK and internationally. They are going through an exciting period of growth and change within the business and are looking for a Client Services Executive to join their team. The role of the Client Services Executive will be to ensure operational excellence in supporting internal and...
-
Client Services Executive
3 months ago
Cheltenham, United Kingdom Charles Russell Speechlys Full timeRole and Responsibilities (this is a broad but not exhaustive list) Project Co-ordination - Distribute and co-ordinate appropriate support for specific client projects - Set up processes for client matters through liaison with Partners, Fee Earners and client contacts - Support Partners, Fee Earners and the Business Development and Marketing Teams with...
-
Client Services Executive
3 months ago
Cheltenham, United Kingdom Charles Russell Speechlys Full time**Role and Responsibilities (this is a broad but not exhaustive list)** Project Co-ordination - Distribute and co-ordinate appropriate support for specific client projects - Set up processes for client matters through liaison with Partners, Fee Earners and client contacts - Support Partners, Fee Earners and the Business Development and Marketing Teams with...
