Client Executive
2 months ago
About the Role
We are seeking a highly skilled Client Executive to join our team at Endsleigh Insurance. As a Client Executive, you will be responsible for managing and developing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
Key Responsibilities
- Manage and develop a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
- Establish suitable distribution methods to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
- Ensure ongoing contact with our existing partners to maintain strong relationships.
- Carefully monitor performance of our 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.
- Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
- Track and maintain annual monitoring checks for all partners, both Exempt and AR.
About You
We are looking for a highly motivated and organized individual with excellent communication and presentation skills, with the ability to build rapport and strong relationships. You should also exhibit problem solving skills with the creativity to help develop this area of the business.
Requirements
- Excellent communication, presentation and negotiation skills
- Ability to understand people and build rapport, adapt styles of communication accordingly
- Ability to exceed individual targets and deadlines as defined by the business plan
- Multi-tasking and organisational skills with attention to detail, quick assessment and effective workload prioritisation
- The ability to manage own diary, working to tight deadlines with accuracy of work
What We Offer
We offer a competitive salary, a defined contribution pension scheme, 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 5 years' service, and a range of other benefits including an annual bonus scheme, Health CashPlan, Hybrid Working, Life Insurance, free fruit and healthy snacks, the opportunity to buy additional holiday, 2 paid volunteering days, and funding for team social events via the Endsleigh Fun(d).
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