Client Executive
Stride have partnered with a leading family-owned insurance brokerage that is growing from strength to strength promoting internally and expanding.
Day to day of the role:
* Client Relationship management - you will have overall responsibility for your clients including service and liaison with the broking team
* Securing new clients and creating an active pipelineon Acturis
* Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
* Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate)
* Facilitating and overseeing introductions along with on-going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
* Creating and delivering Client Service Plan
* Ensuring appropriate resources are in place to deliver agreed services
* Agreeing appropriate remuneration with client
* Client entertainment participation and oversight
* Ensuring clients are fully aware of policy coverage / conditions / limitations
* Developing the renewal strategy for each of your clients
Required skills and experience:
* Cert CII
* Considerable experience in the corporate insurance industry
* Extensive working knowledge of General Commercial Lines business and the Broking market
* Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered
* Demonstrable drive, self-motivation and determination to achieve results
* Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
* Strong influencing, negotiation and leadership skills
* Team player
* Customer focussed
* Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)
Job Benefits:
* Hybrid working
* Competitive salary - depending on experience
* Car allowance
* 25 days holiday
* 6% employer contribution pension scheme
* Buy & sell holiday scheme
* Life assurance (4x basic salary)
* Income protection
* Private medical insurance (when eligible)
* Hybrid working
* Discounted insurance
Please contact me for more information 07795692370 or paul.singh@strideresource.com