Overview
Join to apply for the Client Executive role at Health Matters (UK) Ltd
The primary purpose of this role is to develop, grow and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within you team.
Responsibilities
* Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders.
* Use our Partners & Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build a greater resilience into their businesses.
* Develop and implement effective sales strategies to meet and exceed sales targets, building and managing a personal pipeline of potential clients.
* Ability to think strategically about the client base and proactively bring opportunities/ideas to the wider trading teams.
* Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams.
* Upholding our compliance and Client Journey standards to the highest level.
* Providing accurate sales forecasts to the Regional Sales Director / Regional Managing Partner.
* Using business development resources to grow our portfolio of new clients.
* Acts as a client leader across a portfolio of clients with complex requirements.
* Working in conjunction with the regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client.
* To use client applications accurately and as defined by the business.
* To act upon feedback to ensure appropriate remediation plans are put in place.
* To maintain own learning and continuous professional development.
* Alignment with Partners & PACE values.
Qualifications
* CII and working towards further qualifications.
Experience / Skills
* Solid industry knowledge to be able to create the partnership required with clients and client teams.
* Demonstrable ability to provide a responsive first-class service to clients.
* Ability to exceed individual and team deadlines.
* Strong business acumen and ability to understand complex insurance products.
* Self-motivated and target-oriented with a drive for results.
* Ability to work independently and as part of a team in a fast-paced environment.
* Demonstrated ability to prospect, negotiate, and close deals effectively.
* Ability to identify client needs and offer tailored insurance solutions to address their challenges.
* Flexibility to adapt to changing market conditions, client preferences, and organizational priorities.
* Ability to handle rejection, overcome objections, and persist in pursuing sales opportunities.
* Capacity to analyse sales data, identify trends, and make informed decisions to drive sales growth.
* Working knowledge of FCA compliance rules.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Business Development and Sales
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