Client Director
2 days ago
**About Us**
JMG Group is a Private Equity backed insurance broking group with our HQ based in Leeds and regional office representation around the UK. We are a top 50 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020, backed by a reputable PE firm. We place over £125m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.
**The opportunity**
We have a brand-new senior opportunity for Client Director to join our thriving Real Estate & Construction Team, based either in our Real Estate hub in Birmingham, or remotely close to one of our other JMG offices (Greater Manchester or Leeds)
The successful Client Director will be responsible for strategically developing a strong book of Real Estate business throughout the UK, generating pipelines and revenue whilst ensuring a high-quality and compliant service is provided to all clients in accordance with their needs and requirements.
**Key areas of responsibility include**
- Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer:
- Mapping, targeting and maintaining new Real Estate client leads
- Conducting client visits and making initial contact
- Identification of needs for clients and potential clients
- Negotiation and presentation to insurers in order to secure most appropriate cover for the client
- Presentation of recommendations and cover to the client
- Closing the sale and ensuring cover is on risk
- Securing cross selling business and referrals
- Monitor own and team sales performance in line with targets and effectively manage the client portfolio
- When transacting business, be conscious of profitability to both the underwriters and the brokerage, and costs of client handling
- Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
- Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
- Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you
- Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
- Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
- Liaising with the Account Executives and Account Handler where applicable
**What we’re looking for**
To be successful in the role, you must have the following skills
- Previous experience in a Senior Account Exec or Client Director role within a broker environment, looking after Real Estate clients
- New Business skills and a strong client reputation
- Working knowledge of Real Estate / Construction related insurance products
- Leadership skills with strong strategic awareness
- Experience of working to high standards of FCA compliance
- I.T. skills including use of an insurance IT system, ideally Acturis
- Strong organisation skills
- Exemplary customer service skills with the ability to build solid relationships with clients and insurers
- Enhanced Regulatory and compliance awareness
- Cert CII qualifications
**What we offer**
- Competitive basic salary commensurate with level of experience
- Generous long term financial incentive plan
- Car allowance
- Laptop and mobile phone
- Hybrid working pattern - office and remote.
- Company Pension scheme
- Generous holiday entitlement, including birthday day off
- Bupa Healthcare Cash Plan
- Life Assurance
**Salary**: £60,000.00-£80,000.00 per year
**Benefits**:
- Company car
- Company pension
- Cycle to work scheme
- Gym membership
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Loyalty bonus
- Performance bonus
Work Location: Hybrid remote in Birmingham
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