Helping businesses identify, attract & retain talent to drive growth & change | Business & Change Leader | Chartered Accountant | Dad to Fred, Esme…
Our client – a top 30 Insurance Broker, driving and enjoying rapid growth – is looking to add a top performing, experienced and well‑connected Client Director to join our thriving, fun and successful North West office.
At the heart of this business is a commitment to customer excellence and always doing the right thing—values that shape everything they do. Success is literally driven by talent, modern systems, and robust processes, which enable delivery of exceptional service and the building of long‑term relationships with clients and partners.
The opportunity
We are looking for top performing Client Directors or Account Executives with personality and flair for this Client Director role.
You’ll be responsible for the strategic growth and development of various lines of Commercial insurance, whilst ensuring full FCA compliance. Working with a dynamic and energetic team, the overall purpose of this senior role will be to generate and grow additional revenue for the business and ensure a high‑quality service is provided to all clients (existing and new) in accordance with their needs and requirements.
Key areas of responsibility
* Attending client visits, networking events and making initial contact
* Completing identification of needs with prospective clients
* Negotiation and presentation to insurers to secure the most appropriate cover for the client
* Presentation of recommendations and cover to the client
* Closing the sale and ensuring cover is in force
* Securing cross‑selling business and referrals
* Monitoring own sales performance in line with targets and effectively managing the client portfolio
* Ensuring all business activity fully complies with FCA regulation and company procedures
* Handling any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
* Achieving and maintaining a high level of customer service and always promoting exceptional customer care standards
* Developing and maintaining a professional working relationship with all clients and ensuring expert advice in all areas of business
* Liaising with Account Handlers when appropriate
* Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers
What we’re looking for
* Previous experience in an Account Executive or Client Director role within a broker environment, looking after a variety of Commercial clients
* New Business skills and a strong client reputation
* Working knowledge of a variety of insurance products
* Experience of working to high standards of FCA compliance
* I.T. skills, including use of an insurance IT system, ideally Acturis
* The ability to work to a high level of accuracy
* Exemplary customer service skills with the ability to build solid relationships with clients and insurers
* Regulatory and compliance awareness
What’s on offer
* A dynamic team environment where you are set up and supported for success
* Autonomy to showcase your skills and flair
* Leading salary package commensurate with level of experience
* Laptop and mobile phone
* Hybrid working pattern – office and remote
* Company Pension scheme
* 27 days holiday entitlement, including birthday day off
* Life Assurance
Seniority level
Director
Employment type
Full‑time
Job function
Sales, Business Development, and Customer Service
Industries
Business Consulting and Services, Insurance, and Insurance Agencies and Brokerages
#J-18808-Ljbffr