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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, driven by a collective of skilled and enthusiastic professionals across the globe. We have consistently redefined the insurance landscape, fueled by a shared commitment to innovation and collaboration. Our strength lies in our diverse team of over 15,000 individuals, working together across more than 100 countries.

Our workforce is our most valuable asset, and their contributions are what make us distinct. Our inclusive culture, exceptional client service, and sustained growth stem from our people-first philosophy. We believe in collective success, where every member plays a vital role in making a significant impact.

Why Join A-Plan?

As an employee-owned entity, we foster an entrepreneurial spirit. From our inception, we have prioritized attracting talented individuals and empowering them to make meaningful contributions while cultivating rewarding careers. We seek specialists who are passionate about making a difference for our clients.

People are drawn to A-Plan for various reasons, but they remain with us for our unique culture. It is the cornerstone of our organization and the reason our employees consistently choose to stay despite external opportunities. Whether your focus is on work-life balance, career advancement, sustainability, or community engagement, you will find a supportive environment at A-Plan.

With a limitless mindset, we are equipped to tackle any challenge. We gather the right minds to address concerns and find effective solutions. Our collective expertise is also instrumental in reshaping the insurance narrative, ensuring we serve our clients while using insurance as a means to foster resilience in individuals, businesses, and communities.

We are actively seeking a Client Relationship Executive to join our team. This role is essential in fostering and nurturing relationships with our existing clientele, assessing their insurance requirements to enhance their coverage, and proactively seeking new business opportunities. Your contributions will be crucial in meeting our client retention objectives through outstanding service and the resources available within A-Plan.

Key Responsibilities:

  • Develop strategies to independently generate new business and maximize opportunities within our insurer network.
  • Maintain detailed records of client interactions and correspondence, utilizing our management systems effectively.
  • Produce precise and professional documentation consistently, adhering to A-Plan standards.
  • Process adjustments efficiently, ensuring timely communication with insurers and managing premium collections.
  • Actively promote products from other divisions, enhancing client value and strengthening business relationships.
  • Establish and implement tailored renewal strategies for each client, aligning with organizational goals.
  • Ensure clients are adequately insured, providing expert advice on all insurance exposures.
  • Support the division in achieving targets through proactive client engagement.
  • Maintain professional competence by adhering to training and compliance procedures.
  • Seek and respond to client feedback to continuously enhance service quality.
  • Conduct market research to secure the most suitable coverage for clients at competitive rates.
  • Present renewal terms to clients clearly, ensuring contract certainty.
  • Ensure premium collection prior to the commencement of coverage, following company procedures.

Skills & Competencies:

  • Proven ability to independently generate business and identify new opportunities.
  • Strong relationship-building skills, focused on client retention and satisfaction.
  • Excellent communication and negotiation skills.
  • Proficient in using computer systems.
  • Detail-oriented with a commitment to accuracy and professionalism 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 compliance with industry standards.

Rewards:
At A-Plan, we believe in recognizing hard work and dedication. Therefore, 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, ensuring protection for your loved ones.
    • Income protection, providing financial support for up to 5 years in case of illness or injury.
    • Contributory pension scheme with employer contributions.
    • Access to a Healthcare Cashplan, offering 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.
    • Discounts from numerous high-street retailers.
Diversity and Inclusion

At A-Plan, we view our people as our key competitive advantage. We treat 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 Commitment to Sustainability

We are dedicated to becoming a more sustainable organization. This commitment involves caring for our people and the environment, conducting responsible business, and making a positive impact wherever possible. Our governance processes and policies are designed to support our sustainability goals.

Permanent