Insurance Client Manager

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Endsleigh Insurance Services Ltd Full time
Client Executive - Corporate & Commercial

Endsleigh are seeking a Client Executive to support their team in delivering an exceptional service to clients in the charity, not for profit, education, and student accommodation sectors. The successful candidate will be responsible for administering new business, renewals, and mid-term changes to ensure customers' needs are met through suitable cover and pricing.

Key Responsibilities:
  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary, and action meeting points (if applicable).
  • Issue renewal documentation in line with contract certainty.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
Requirements:
  • Excellent level of technical insurance skills, to be assessed by regular in-house testing.
  • GCSE Maths and English (or equivalent).
About Us:

At Endsleigh, we pride ourselves on being local experts, delivering the right advice and insurance to our clients. With 15,000 global colleagues and a partner network spanning over 100 territories, we are the largest independent insurance broker in the world.

Diversity & Inclusion:

We 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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