Client Partnership Specialist
3 weeks ago
About the Role
To meet and exceed performance targets set by the Service and Retention Manager (Travel & Schools) for the effective management of existing travel and independent schools' partners, our ideal candidate will ensure our partners distribute insurance in a compliant, customer-centric way.
Key Responsibilities
- Manage, develop, and renew a portfolio of small to medium-sized accounts with existing partners to support increased growth and income.
- Establish suitable distribution methods to negotiate renewal rates and terms, compiling adequate data for professional renewal presentations.
- Maintain strong relationships with existing partners through ongoing contact.
- Monitor the performance of partners to ensure agreed forecasts are met.
- Ensure Appointed Representative (AR) partners distribute products compliantly and within the AR framework.
- Identify opportunities for leads to other business areas as part of the Beyond Broking project, providing introductions and support for cross-selling processes.
- Track and maintain annual monitoring checks for all partners, both Exempt and AR.
About You
We're looking for a Client Executive with excellent communication and presentation skills, able to build rapport and strong relationships. You should also exhibit problem-solving skills and creativity to help develop this area of the business.
Your Skills and Experience
- Excellent communication, presentation, and negotiation skills.
- Ability to understand people and build rapport, adapting communication styles 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.
- Ability to manage your own diary, working to tight deadlines with accuracy.
About Our Offer
This is a great opportunity to be part of a transforming business, with a highly social team culture and competitive salary. We offer a fantastic benefits package, including a defined contribution pension scheme, annual bonus scheme, Health CashPlan, hybrid working, life insurance, free fruit and healthy snacks, and more.
Apply Now
In order to apply, please log in first. If you haven't created an account yet, register here.
-
Cheltenham, Gloucestershire, United Kingdom Howden Group Full timeUnlock New Business OpportunitiesAbout the RoleWe are seeking an experienced Corporate Sales and Partnership Development Specialist to join our team at Howden Group. As a key member of our sales team, you will play a crucial role in identifying and pursuing new business opportunities, building relationships with clients, and providing expert advice on our...
-
Tax Manager
5 days ago
Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full timeTax Senior PositionGeorgiana Head Recruitment Limited is seeking an experienced tax senior to join our team and work on a portfolio of partnerships, mainly law firms.About the RoleAs a tax senior, you will be responsible for dealing with a portfolio of partnerships, mainly law firms, and working closely with clients to build and maintain tax...
-
Client Growth Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals in Cheltenham is seeking a Client Growth Specialist to join our team. The ideal candidate will have a strong understanding of sales and client relationship management, with a proven track record of driving business growth.Key Responsibilities:Manage and maintain relationships with existing clients.Develop strategies to meet client needs...
-
Tax Compliance Specialist
5 days ago
Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full timeWe are seeking an experienced Tax Compliance Specialist to join our thriving Private Client team. This role will provide the opportunity to work closely with high net worth individuals, private clients, business owners, and directors, delivering a comprehensive tax compliance service.Key ResponsibilitiesProvide tax compliance completion and reviews for...
-
Insurance Client Service Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timeAt Howden Group Holdings, we're on the hunt for a talented Client Service Specialist to join our team. As a key member of our client-facing team, you'll play a vital role in delivering exceptional service to our clients in the charity, not-for-profit, education, and student accommodation sectors.As a Client Service Specialist, you'll be responsible for...
-
Private Client Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom PT group Full timeAbout the RoleWe are seeking a Private Client Specialist to join our Cheltenham-based team. As a Private Client Specialist, you will provide high-grade, profitable fee-earning support in the Private Client Team.Key Responsibilities:Advise on and manage a wide range of Private Client issues, including wills, probate, LPAs, trusts, estates, and tax.Develop and...
-
Client Service Specialist
3 days ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timeWe are seeking a talented Client Executive to join our team at Howden Group Holdings, supporting our clients in the administration of new business, renewal and mid-term changes. This is a full-time, permanent opportunity based in Cheltenham office, with a requirement to be onsite for 3 days per week on average.Key Responsibilities:Provide an excellent level...
-
Transformation Communications Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom The Client Full timeBusiness Change and Communications ManagerCheltenham Contract Day Rate: £526 - £631 Inside IR35We are seeking a highly ambitious Communications and Business Change Manager to drive major business improvement, transformation, and process change across a complex organisation.This contract role requires security clearance prior to assignment.Develop and...
-
Senior Solicitor
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom HCR Full timeAn exciting opportunity has arisen for a Private Client Solicitor to become a key member of our team in Cheltenham. Our highly rated Private Client team has a wealth of experience acting for high net worth clients, providing expert legal advice and guidance in a supportive and collegiate environment.As a Senior Solicitor - Private Client Specialist, you will...
-
Taxation Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom Price Davis Ltd Full timeAt Price Davis Ltd, we are seeking a highly skilled Taxation Specialist to join our team. As a Personal Tax Professional, you will be responsible for preparing personal tax returns, including sole trader, partnership, and rental accounts. You will also be required to prepare capital gains tax computations for inclusion within self-assessment returns, as well...
-
Client Support Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £22,000 - £28,000At beBee Professionals, we are looking for a Client Support Specialist to deliver outstanding customer service in the UK. Key responsibilities include:Responding to customer inquiries via phone, email, and chat.Providing accurate product and service information.Resolving customer issues efficiently and escalating when necessary.Processing customer orders and...
-
Senior Private Client Tax Specialist
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom Howells Consulting Ltd Full timeLooking for a rewarding career in private client tax advisory? Howells Consulting Ltd is inviting applications for a Senior Private Client Tax Specialist to join their Cheltenham team. As a key member of the team, you will be responsible for providing expert tax advice to high net worth individuals and businesses, helping them navigate complex tax compliance...
-
Senior Tax Professional
4 days ago
Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full timeJob SummaryWe are looking for a senior tax professional to join our firm and work on a portfolio of partnerships, mainly law firms.About the RoleAs a senior tax professional, you will be responsible for building and maintaining tax relationships with clients, providing an exceptional level of client service.Key ResponsibilitiesBuilding and maintaining tax...
-
Insurance Client Service Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom Endsleigh Insurance Services Ltd Full timeClient Support RoleWe are seeking a skilled Client Support professional to join our team at Endsleigh Insurance Services Ltd. As a Client Support specialist, you will be responsible for delivering an excellent and comprehensive service to our clients, ensuring their needs are met through suitable cover and pricing.You will work closely with our Account...
-
Cheltenham, Gloucestershire, United Kingdom Anderson Recruitment Full timeJob OverviewWe are seeking a dynamic and hardworking individual to join our client's team as a Business Development and Client Growth Specialist. The successful candidate will work from our client's modern and spacious offices in Staverton on a full-time permanent basis.Key ResponsibilitiesDevelop and implement sales strategies to drive business growth and...
-
Senior Taxation Specialist
4 days ago
Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full timeWe are seeking a skilled Senior Taxation Specialist to join our Farming and Landed Estates team at Georgiana Head Recruitment Limited. This is an exciting opportunity for a professional tax manager to work with high net worth individuals, partnerships, sole traders, and related companies or trusts.Key Responsibilities:Manage a portfolio of clients providing...
-
Payroll Supervisor
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom JGA Recruitment Full time £35,000We are seeking a highly skilled Payroll Supervisor to join our team at JGA Recruitment Group Ltd, a specialist Payroll and HR recruitment agency.Key Responsibilities:Process the payroll for a portfolio of clients, ensuring timely and accurate payments.Manage statutory and pensions payments, as well as company benefits, in a client/bureau setting.Utilize...
-
Insurance Business Development Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timeWe are seeking a highly motivated and results-driven Insurance Business Development Specialist to join our team at Howden Group Holdings. The successful candidate will be responsible for prospecting and securing new education partnerships, providing solutions to educational establishments, and attending key conferences to generate new opportunities.Key...
-
Executive Client Advisor
3 days ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timeWe are seeking a highly skilled Client Executive to join our team at Howden Group Holdings. As a Client Executive, you will be responsible for supporting our clients in the administration of new business, renewal and mid-term changes.Key Responsibilities:Provide an excellent level of service to achieve Group/Division client retention targetsLiaise...
-
Client Executive
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full timeAt Howden Group Holdings, we are seeking a skilled Client Executive to join our team. This role is responsible for delivering an exceptional service to our clients, providing them with tailored insurance solutions that meet their unique needs.Key Responsibilities:Assist in achieving client retention targets by providing a high level of service and...