We have a brand-new opportunity for an experienced and well connected Client Director to join our thriving, fun and successful North East office, situated in Gosforth, Newcastle.
Our Client Directors are 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 in accordance with their needs and requirements.
Key areas of responsibility include:
Attending client visits, networking events and making initial contact
Completing identification of needs with prospective clients
Negotiation and presentation to insurers in order to secure most appropriate cover for the client
Presentation of recommendations and cover to the client
Closing the sale and ensuring cover is on risk
Securing cross selling business and referrals
Monitoring own sales performance in line with targets and effectively manage the client portfolio
Ensuring all business activity fully complies with FCA regulation and company procedures
Handle any complaints in accordance with regulation, the Company's Conduct Policy and Guide to Best Practice
Achieve and maintain a high level of customer service and always promote exceptional customer care standards
Develop and maintain a professional working relationship with all clients and ensure 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:
To be successful in the role, you must have the following skills
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
Strong organisation skills
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
Cert CII qualifications desirable
What we offer:
A dynamic team environment
Autonomy to showcase your skills
Competitive salary commensurate with level of experience
Car Allowance
Laptop and mobile phone
Hybrid working pattern – office and remote.
Company Pension scheme
27 days holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Life Assurance