Client Executive
1 month ago
**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 cross-sell 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 time-management and organizational skills.
- Knowledge of insurance products and regulations.
What next?
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