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Client director

Birkenhead
ADAPTABLE RECRUITMENT LTD
Client director
Posted: 19 March
Offer description

Adaptable Recruitment is proud to be exclusively representing a leading European, family-owned insurance brokerage seeking a highly driven Client Director to join their Manchester team. This is a rare opportunity to manage a portfolio of existing clients while building your own book of business in a fast-growing, dynamic environment.


Salary: up to £70,000 Depending On Experience
Holidays: 25 days + Bank Holidays
Location: Liverpool - Hybrid working
Working: Full Time Permanent
Benefits: Excellent Bonus & Company Car Allowance
The Role:
As Client Director, you will be entrusted with servicing key clients and delivering exceptional value while driving new business opportunities. You will act as a strategic partner, providing expert guidance, broking support, and innovative insurance solutions. This is a senior, high-impact role with the potential for career progression within Manchester and across the wider Group.


Main Responsibilities to Include:


Client Relationship Management

* Take ownership of your client portfolio, overseeing service and broking coordination.
* Build long-term relationships with clients, becoming their trusted advisor.
* Strategically plan and execute client management initiatives, liaising with Account Chairmen as required.
* Facilitate introductions and ongoing management across Claims, Risk Management, Credit, Employee Benefits, and Private Clients teams.
* Lead client visits and deliver bespoke Client Service Plans.
* Ensure all client policies are clearly communicated, including coverage, conditions, and limitations.
* Participate in and oversee client entertainment activities.
* Manage credit control and agree appropriate remuneration with clients.


New Business Development

* Create and maintain an active pipeline using Acturis.
* Identify client needs, design tailored insurance programmes, and collect underwriting information.
* Collaborate with brokers on strategy and sign off broking presentations.


Renewal Management

* Develop renewal strategies for all clients, ensuring updates to cover requirements and programme design.
* Maintain fact-find and underwriting information, reviewing formally every three years or during re-broking.
* Liaise with brokers on re-broking strategy and sign off presentations.


The Ideal Candidate:
Essential:

* Cert CII qualified (Dip CII desirable)
* Significant experience in corporate insurance, preferably in General Commercial Lines
* Proven track record in client relationship management and business development
* Strong communication, influencing, negotiation, and leadership skills
* Customer-focused with exceptional interpersonal skills
* Self-motivated, driven, and target-oriented
* Team player with a collaborative approach
* Experience with Acturis system
* Ability to manage a target book of £250,000 comprised of smaller corporate cases (<£7,500 fee income)


Desirable:

* Previous Client Executive experience within a corporate broker
* Demonstrated ability to take on higher responsibilities and deliver exceptional results
* Understanding of European insurance markets


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