Insurance Business Development Manager

1 day ago

Cheltenham, Gloucestershire, United Kingdom Endsleigh Insurance Full time
Job Title: Client Executive

At Endsleigh Insurance, we are seeking a highly skilled and motivated Client Executive to join our team. 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 and develop 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:
  • Excellent communication and presentation skills, with the ability to build rapport and strong relationships.
  • 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.
What We Offer:
  • A competitive salary and benefits package, including a defined contribution pension scheme.
  • 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 5 years' service.
  • Annual bonus scheme.
  • Health CashPlan.
  • Hybrid Working.
  • Life Insurance.
  • Free fruit and healthy snacks.
  • The opportunity to buy additional holiday.
  • 2 paid volunteering days.
  • Funding for team social events via the Endsleigh Fun(d).

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