Client Executive
5 days ago
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.
- Excellent communication, presentation, and negotiation skills.
- Ability to understand people and build rapport, adapt styles of communication accordingly.
- Ability to exceed individual targets and deadlines as defined by the business plan.
- Multi-tasking and organisational skills with attention to detail, quick assessment, and effective workload prioritisation.
- The ability to manage own diary, working to tight deadlines with accuracy of work.
- GCSE Maths and English (or equivalent).
- Cert CII (desirable for this role).
What We Offer:
We offer a career that you define, with a focus on diversity and inclusion. We value individuals who share our values:
- 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.
We are committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs.
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