Client Executive
7 months ago
We have a fantastic opportunity to join our Private Clients team as a Client Executive focussed on managing and retaining an existing client portfolio in addition to identifying and winning new business. This is the perfect role for an individual with a client facing sales background with ambitions to join and flourish at a market leading insurance broker.
We have positions located in our London, Bristol, Southampton, Worcester and Birmingham offices.
Working within an established team as part of a preeminent global broker allows you to further develop your career whilst opening the door to a myriad of opportunities in the future.
**What can you expect?**
- A platform to use your relationship building and stakeholder management skills in order to maintain & grow a portfolio of HNW Private clients
- To use your client management abilities to ensure excellent client retention
- To demonstrate your self-motivated and hardworking nature to meet and exceed set growth targets
- An opportunity to progress your career with a market leading broker
- To use your network of contacts to identify opportunities in order to generate new business opportunities
- To drive quality, consistency and accuracy in all aspects of the sales process
**What you will be rewarded with?**
- Competitive Benefits Package including: 27 days annual leave, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more
- Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary
**We will count on you to**:
- Deliver sales and growth with a focus on HNW Private Clients
- Demonstrate excellent client retention skills
- Cover a large region utilising your diary management skills to ensure you maximise your client reach
- Demonstrate strong team working ability in order to forge strong working relationships within the business to meet defined goals and targets
- Perform to a high level across all areas of client management including client service, quality and assurance, growth and colleague engagement
**What you need to have**:
- A strong Private Client sales background and the ability to manage and retain an existing portfolio of HNW insurance clients.
- A passion for elite client service
- Be able to generate leads and follow these up to build a strong pipeline of potential HNW clients
- Excellent communication skills both written and verbal
- Stakeholder management skills up to and including senior executive level
**What makes you stand out**:
- Being passionate about client service and growth
- Insurance qualifications (or working towards qualification) i.e. CII, Dip CII, ACII
- Resilient with previous client facing sales experience
- Ambitious nature and a keen contributor within a team environment
- Articulate with strong client facing and stakeholder management abilities
- The ability to demonstrate doing the right thing for your clients and colleagues
hybrid
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