Client Engagement Representative

3 weeks ago

hereford, United Kingdom Balens Specialist Insurance Brokers Full time
The Role: Client Engagement Representative

We are seeking a Client Engagement Representative to join our dynamic team, to help develop and nurture existing relationships and to identify and engage with new business opportunities to drive growth.
This role is responsible for developing meaningful client relationships that will enable growth and clients for life. The role will also identify and leverage company-wide resources to address client satisfaction, growth, renewal, risk, or opportunity.
Responsibilities:
  • To build on and develop existing client relationships. Understanding the scheme-based partnerships that are in place with the business and how they operate.
  • Identify growth opportunities and help provide solutions to meet the diverse and evolving needs of the client.
  • Identify and leverage company-wide resources to address client satisfaction, growth, renewal, risk, or opportunity
  • Offer development/cross selling opportunities to existing partners with a view to facilitate growth.
  • Manage a pipeline of opportunities from prospect stage to launch, with the support of the wider Balens team.
  • Deliver new and maintain existing introducer and partner relationships.
  • Provide support across the wider Balens to ensure successful conversion of opportunity.
  • Be a key member of our Events team, delivering workshops, presentations, networking and engaging with attendees, exhibitors, and partners.
  • Work collaboratively with our Compliance and Agency teams to ensure all regulatory components of relationship management are achieved.
  • Develop and implement strategies to enhance lead generation, opportunity conversion and penetration rates.
  • Resolve incidents promptly and Implement improvements based on incident analysis.
  • Identify opportunities for individual and team development, fostering a culture of continuous learning.

Regulatory Responsibilities
  • Take responsibility for ensuring you operate compliant with all regulatory requirements.
  • Take responsibility for ensuring compliance is embedded in your work.

Experience:
  • Proven experience in a sales focused role.
  • Demonstrated success in lead acquisition and conversion.
  • Experience in managing client relationships with multiple stake holders.
  • Track record of implementing successful customer retention & conversion strategies.

Further information

As well as a competitive salary we offer the following benefits -
  • Competitive holiday allowance with the annual option to buy additional days
  • Death in Service benefit of x4 salary
  • Company pension scheme
  • Enhanced maternity and paternity leave packages
  • A flexible benefits package which allows you to add additional benefits to your overall package
  • Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
  • Referral schemes
  • Discounted rates on PIB products
  • We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support,health screening, will writing, menopause support, books, stopping smoking and much more
  • If supporting the local community, engaging with charities and having the opportunity to give something back interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
  • We also offer a wide range of discounts includinga kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
  • PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
  • Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
  • PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint.

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.
We are anequal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
REF-217 888

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