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Client Portfolio Manager

1 month ago

Haywards Heath, West Sussex, United Kingdom GB001 Marsh Ltd Full time

Education Sector Opportunities:

We are seeking an experienced Client Executive to join our Education team at GB001 Marsh Ltd. As a hybrid position, this role will require working at least three days a week in the office.

In this role, you will manage and grow a portfolio of clients and prospective clients across the Education sector. You will identify and agree strategies for each client's risk management, risk financing, and insurance needs and objectives, as well as work with clients to maximize business opportunities and broaden the product offering.

Main Accountabilities:

  • Manage an allocated portfolio of clients across the Education sector
  • Develop and implement strategies for each client's risk management, risk financing, and insurance needs and objectives
  • Work closely with clients to maximize business opportunities and broaden the product offering
  • Lead programme design activities through to sign off
  • Prepare and present budget proposals for clients and negotiate fees
  • Host client and insurer meetings in conjunction with specialist broker and client service teams
  • Deliver best practice, market-leading service, and solutions for all clients
  • Pursue new business opportunities and win new clients

About You:

  • You have significant insurance experience, preferably within commercial lines, but personal lines experience will also be considered
  • Experience working with Education-related clients is beneficial but not essential
  • You possess exceptional relationship building and relationship management skills, which are essential for this role
  • You have outstanding communication, interpersonal, negotiation, and influencing skills
  • Analytical and problem-solving skills are highly desirable

Benefits:

  • We offer a competitive salary of £55,000 - £65,000 per annum, depending on experience
  • A comprehensive benefits package, including health insurance, pension scheme, and life assurance
  • Ongoing professional development opportunities, including training and mentorship
  • A dynamic and inclusive work environment, with opportunities to work with talented colleagues and make a real impact