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New Business Client Executive

2 months ago

Cheltenham, Gloucestershire, United Kingdom Howden Full time
About the Role

We are seeking a highly motivated and experienced Client Executive to join our New Business Charity and Not for Profit team at Howden. As a key member of our sales team, you will be responsible for prospecting and securing new Charity and Not for Profit clients of all sizes, providing accurate sales forecasts, and supporting the wider team with managing relationships with key partners.

Key Responsibilities
  • Prospect and secure new Charity and Not for Profit clients of all sizes
  • Provide accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
  • Support the wider team with managing relationships with key partners
  • Work with Service and Renewal teams to deliver an exceptional new business customer experience
  • Provide insurance to clients and model effective protection through the provision of appropriate insurance products
  • Identify opportunities for leads to other areas, providing introductions and supporting the cross-sell process
Requirements
  • Good understanding of general and legal principles of insurance
  • Understands the relevant regulatory and legal frameworks
  • A minimum of 2 years' experience working in the insurance industry in an Insurance broking or an Insurance sales role
  • Good understanding of sales techniques and processes for selling to customers
  • Knowledge of Charity or Not for Profit Insurance gained at an Insurance Broker or Insurer environment - desirable, but not essential
What We Offer

We offer a career that you define, with a focus on diversity and inclusion. We value individuals who share our values, including being brave enough to try something new, supporting each other, and making a positive difference at work and beyond.

We are committed to providing reasonable accommodations to ensure that our positions align well with your needs. If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application - if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.