Client Executive
Exciting opportunity with a family-owned firm across East and North Yorkshire
We are currently seeking a dynamic Client Executive to join a well-established, family-owned insurance brokerage with locations across East and North Yorkshire. This is an excellent chance to take the next step in your career with a supportive, close-knit team in a growing business.
About the Role:
As a Client Executive, you will be responsible for managing and expanding a diverse portfolio of clients. Your key responsibilities will include:
1. Building and maintaining strong relationships with both new and existing clients
2. Providing expert advice and exceptional service to meet clients’ insurance needs
3. Negotiating with insurers to design tailored insurance programmes
4. Identifying and developing new business opportunities
5. Collaborating with internal teams to contribute to broader company objectives
About You:
To be successful in this role, you’ll bring:
1. A minimum of 2 years' experience in a similar role within the insurance industry
2. A proactive approach to growing your client portfolio
3. Strong communication and interpersonal skills
4. A collaborative mindset with the ability to work effectively across teams
5. Goal-oriented with the ability to set and achieve performance targets
6. Proven experience in identifying and securing new business
7. Solid negotiation skills and a deep understanding of the insurance market
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