Job Title
Client Director
Department
Corporate Sales
Location
Surrey - Redhill / Staines
Reporting To
Sales Director - South
Main Purpose of Job
To service a portfolio of existing clients, ensuring you meet their demands and needs as well as building your own portfolio through driving new business
Key Accountabilities
General Responsibilities:
* Client Relationship management - you will have overall responsibility for your clients including service and broking co-ordination
* Finding and winning new clients
* Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate)
* Facilitating and overseeing introductions along with on‑going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
* Client visits
* Creating and delivering Client Service Plan
* Ensuring appropriate resources are in place to deliver agreed services
* Agreeing appropriate remuneration with client
* Client entertainment participation and oversight
* Credit control
* Ensuring clients are fully aware of policy coverage / conditions / limitations
New Business:
* Creating an active pipeline and recording on Acturis
* Establishment of client demands, needs, cover requirements and programme design
* Fact find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
* Liaising with Broker on broking strategy to be employed and contributing as necessary
* Signing off Broking presentations
Renewal Business:
* Developing the renewal strategy for each of your clients
* Establishment of any changes to client demands, needs, cover requirements and programme design
* Fact find and underwriting information
* Liaison with Broker / AH on any re‑broking strategy to be employed and contributing as necessary
* Signing off Broking presentations
Qualifications
* Cert CII
* Dip CII
Skills, Knowledge & Attributes
* Considerable experience in the corporate insurance industry
* Extensive working knowledge of General Commercial Lines business and the Broking market
* Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered
* Demonstrable drive, self‑motivation and determination to achieve results
* Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
* Strong influencing, negotiation and leadership skills
* Team player
* Customer obsessed
* Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue
* Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)
* Strong working knowledge of the Acturis system
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