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Client Relationship Executive

3 months ago

Macclesfield, Cheshire East, United Kingdom A-Plan Full time
About Us

A-Plan is a dynamic organization comprised of skilled and enthusiastic individuals from various backgrounds. We have consistently redefined the landscape of insurance, driven by a shared commitment to innovation and collaboration. Our strength lies in our diverse team of over 15,000 professionals across more than 100 countries, all dedicated to delivering exceptional service.

Our workforce is our most valuable asset, and it is this collective talent that distinguishes us in the industry. Our inclusive culture fosters quality service for our clients and fuels our ongoing growth. At A-Plan, we believe in the power of teamwork, where every member contributes their unique skills and experiences to achieve shared success.

Why Join A-Plan?

As an employee-owned company, we prioritize an entrepreneurial mindset. From our inception, we have focused on attracting talented individuals and empowering them to make meaningful contributions while building rewarding careers. Our culture is what keeps our employees engaged and committed, making A-Plan a place where professionals thrive.

With a commitment to a no-limits approach, we tackle challenges head-on. Whether addressing client concerns or navigating risks, we bring together the right minds to find effective solutions. Our collective expertise is reshaping the insurance narrative, ensuring we serve our clients with integrity while promoting resilience in businesses and communities.

We are currently seeking a Client Relationship Executive to join our expanding team. In this role, you will play a crucial part in nurturing and developing relationships with our existing clientele, assessing their insurance requirements to enhance their coverage, and actively pursuing new business opportunities. Your contributions will be vital in achieving our client retention goals through outstanding service and resources available within A-Plan.

Key Responsibilities:

  • Develop and implement strategies to generate new business and maximize opportunities within our insurer network.
  • Maintain accurate records of client interactions and documentation, utilizing our management systems effectively.
  • Produce high-quality documentation consistently, adhering to A-Plan's standards.
  • Process adjustments promptly, ensuring timely communication with insurers and managing premium collections.
  • Cross-sell products from other divisions to enhance client value and strengthen business relationships.
  • Establish tailored renewal strategies for each client, aligning with our division's objectives.
  • Ensure clients are adequately insured, providing expert advice on insurance exposures.
  • Support the division in meeting targets through proactive client engagement.
  • Maintain professional competence by following A-Plan's training and compliance procedures.
  • Seek and incorporate client feedback to continuously improve service quality.
  • Conduct market research to secure optimal coverage for clients at competitive rates.
  • Present renewal terms to clients clearly, ensuring contract certainty.
  • Ensure premium collection is completed prior to coverage commencement, following company procedures.

Skills & Competencies:

  • Proven ability to generate business and identify new opportunities.
  • Strong relationship-building skills focused on client retention and satisfaction.
  • Excellent communication and negotiation skills.
  • Proficient in computer usage.
  • Detail-oriented with a commitment to accuracy in documentation.
  • Ability to collaborate effectively within a team and across various business areas.
  • Strategic mindset with a focus on renewal strategies and retention goals.
  • Commitment to ongoing professional development and adherence to regulatory standards.

Rewards:
At A-Plan, we believe in recognizing and rewarding hard work and dedication. We offer:

  • 22 days of holiday (plus bank holidays), increasing with length of service.
  • A comprehensive benefits package designed for your health and financial security:
    • Life Assurance up to 4x salary, providing peace of mind for your loved ones.
    • Income protection for up to 5 years in case of illness or injury.
    • Contributory pension scheme with employer contributions.
    • Access to a Healthcare Cashplan for various health-related benefits.
  • A range of lifestyle and financial benefits:
    • Discounts on gym memberships across the UK.
    • Salary sacrifice schemes for travel insurance, cycling to work, and technology purchases.
    • Access to discounted personal health policies.
    • A variety of commission-free insurance products available.
    • Discounts from numerous high-street retailers.
Diversity and Inclusion

At A-Plan, we view our people as our primary competitive advantage. We are committed to treating all colleagues, candidates, clients, and partners with equality, fairness, and respect, regardless of age, disability, race, religion, gender, sexual orientation, marital status, or family circumstances.

Our Sustainability Commitment

We are dedicated to becoming a more sustainable organization. This commitment involves caring for our people and the environment, conducting business responsibly, and making a positive impact wherever possible. Our governance processes and policies are aligned with our goal of fostering positive change in the world.

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