Insurance Client Executive

Our client is a independent insurance brokerage, part of the WTW Network, with a comprehensive array of insurer agencies. They are seeking a Client Executive to join the team and make an impact!

There is no ceiling to our ambitions. We offer two ways of supporting our customer base: Traditional insurance brokerage advisory support; and Tech enhanced solutions, much of which is currently aspirational.

Insurance Philosophy
We really like our clients and want to make sure they’re happy/comfortable with their insurances. (Open and honest – and treat customers fairly).
We advise clients on what we might think they want or need – but it is always the client’s choice. Clients can make their own decisions – they just need to know their options.

JOB ROLE:

Client Executive
Supporting the CEO with external client relationships and taking responsibility for a number of clients which want Client Exec support.
Work on an existing book of business to maximise income and provide clients with a comprehensive service proposition.

• Manage and develop an existing partners and new ones.
• To provide management and direction to the sales and customer service management team/resource and provide leadership and motivation in achieving sales and development targets.

• To develop income opportunities from the existing clients and new, creating plans and strategies to convert opportunities into income.
• To provide accurate management information on sales process, market opportunities and team performance.
• To develop effective sales and marketing strategies that support the company goals within the leadership team.

Our approach is to maintain small teams with strong customer focus.
Objectives And Responsibilities Development of a client strategy for the target business.

This will involve working closely with the team in relation to new business sales on an ongoing basis including conducting structured review meetings and away days. Some pipeline management Support marketing strategy Adheres to all company policies, procedures and business ethics codes and be an ambassador for the team.

Support motivating and leading the team and celebrates success.
Useful Skills for The Role Some previous experience as an Account Executive and or Development Executive within an Insurance Broker Experience in Sales Management and delivery of financial results Track record in personal sales Acturis experience.
CII qualifications to the appropriate level or willingness to undertake Come and be a key part of a leading, fast-growing brand.