Client Executive

4 days ago


Cheltenham, Gloucestershire, United Kingdom Endsleigh Insurance Services Ltd Full time
About the Role

We are seeking a highly skilled Client Executive to join our team at Endsleigh Insurance Services Ltd. As a Client Executive, you will play a crucial role in delivering an exceptional service to our clients, ensuring their needs are met through suitable cover and pricing.

Key Responsibilities
  • Assist in achieving Group/Division client retention targets by providing an outstanding level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary, and action meeting points (if applicable).
  • Issue renewal documentation in line with contract certainty.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Excellent level of technical insurance skills, to be assessed by regular in-house testing.
  • GCSE Maths and English (or equivalent).
About Us

We are a leading insurance broker with a global presence, offering a wide range of insurance solutions to our clients. Our team is dedicated to providing exceptional service and expertise to our clients, and we are committed to building long-term relationships with them.

What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for career growth and development.
  • A competitive salary and benefits package.

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