Client Executive

7 days ago

Cheltenham, United Kingdom Endsleigh Insurance Services Limited Full time

**Role**:
To meet and exceed performance targets as set by the Service and Retention Manager (Travel & Schools) for the effective management of existing travel and independent schools’ partners. To ensure our partners distribute insurance in a compliant, customer-centric way. To deliver quality leads to other parts of Endsleigh.

**Key accountabilities will include**:

- Responsible for managing, developing and renewing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
- Establish suitable distribution method 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 JustAsk scheme - 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.

**Person**:
The Client Executive should have excellent communication and presentation skills, with the ability to build rapport and strong relationships. You should also exhibit problem solving skills with the creativity to help develop this area of the business.
- Excellent communication, presentation and negotiation skills
- 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

**Reward**:
This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. We will offer you a fantastic benefits package which includes a defined contribution pension scheme where Endsleigh will contribute 4% of your pensionable salary increasing to 8% at 5 years’ service and rising again to 12% in year 10.

You will start with 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 5 years’ service. We also offer all colleagues the ability to buy holidays if they wish to, as well as giving you your Birthday off.

**In addition to this we also offer**:

- 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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