Client Executive

2 months ago


Cheltenham, Gloucestershire, United Kingdom Howden Insurance Brokers Ltd Full time
About the Role

We are seeking a highly skilled and experienced Client Executive to join our team at Howden Insurance Brokers Ltd. 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, develop, and renew 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.
Requirements
  • Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
  • A minimum of 2 years' experience working in the insurance industry is preferred but not essential.
What We Offer

A career that you define. At Howden, we value diversity - there is no one Howden type. Instead, we're looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new
  • We support each other in the small everyday moments and the bigger challenges
  • We are determined to make a positive difference at work and beyond

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