Client Executive

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Howden Group Holdings Full time

At Howden Group Holdings, we are seeking a skilled Client Executive to join our team. This role will involve providing exceptional service to our clients, ensuring their needs are met and exceeded. The ideal candidate will have a strong understanding of the insurance industry and be able to communicate effectively with clients and colleagues.

Key Responsibilities:

  • Assist in achieving client retention targets by providing a high level of service.
  • Liaise with the Account Executive to ensure a suitable strategy for renewal and attend client meetings as necessary.
  • Obtain renewal terms and present to clients.
  • Produce and issue professional summaries and reports using Howden templates.
  • Issue renewal documentation in line with contract certainty.
  • Ensure premiums are collected prior to the commencement of cover and in line with Howden procedures.
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant Howden templates.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
  • Refer all queries that fall outside your own experience, knowledge and authority to senior staff.
  • Liaise with and assist other branches and Group Resources as necessary.

Requirements:

  • Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
  • Minimum of 3 years' experience in providing specialist advice in the insurance market.
  • Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain and required CPD points.

About Howden Group Holdings:

Howden Group Holdings is a leading independent insurance broker with a unique culture that is controlled by the people who work for it. Our employee-ownership model sets us apart in the market, creating a culture of collaboration and innovation where we're driven to think bigger and empowered to challenge convention.

We're a people-first business that focuses on attracting and nurturing great talent, which makes us better – and that's better for everyone. We consider our people our chief competitive advantage and treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.


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