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New business client executive

Cheltenham
i2i Recruitment
Client executive
£35,000 a year
Posted: 18 May
Offer description

What’s in it for you?

* Opportunity to join a fast-paced and growing new business team

* Flexible working with a mix of home and office-based collaboration

* Exposure to face-to-face client meetings and industry events

* Full training provided, including support towards professional qualifications

* Strong team culture with collaboration and shared success

* Opportunity to build a long-term career within a leading commercial environment

Must have’s

* Minimum of 2 years’ experience within the insurance industry

* Experience in a sales or new business-focused role

* Strong understanding of insurance principles and regulatory frameworks

* Excellent communication and interpersonal skills

* Ability to build rapport and develop long-lasting client relationships

* Self-motivated with the ability to manage your own diary and workload

* Strong organisational skills with the ability to meet targets and deadlines

* Resilient, proactive and customer-focused approach

Nice to have’s

* Experience within education insurance or working with schools

* Background in insurance broking or insurer environments

* Experience using CRM systems and pipeline reporting tools

* Exposure to conference attendance or networking events

So, what will you be doing?

* Prospecting and securing new clients across a range of organisations

* Building and managing your own pipeline using CRM systems

* Engaging with clients via phone, video and face-to-face meetings

* Recommending tailored insurance solutions to meet client needs

* Attending conferences and events to generate new opportunities

* Providing accurate sales forecasts and pipeline updates

* Collaborating with service and renewal teams to deliver a seamless client experience

* Supporting relationship management with key partners

* Identifying cross-sell opportunities across the wider business

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