We are seeking a highly skilled and experienced Client Executive to join our client.

The ideal candidate will have a proven track record of success in managing high value existing customer accounts and delivering agreed new business targets. This role also involves income ownership of Account Executives' renewal book and line management of Account Executives delivering income in a specific sector.

• This is a full-time, permanent opportunity to join a fast-paced sales team

• The role can either be based in our clients Cheltenham Office or can be home based with a need to be in the Cheltenham office once every fortnight to work alongside other team players

• Responsible for prospecting and securing new Charity and Not for Profit clients of all sizes (dependent on experience)

• Speaking with clients and providing solutions for Charities over the phone, by teams or video call and most importantly face to face

• Attending relevant key conferences to generate new opportunities

• Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems

• Supporting the wider team with managing relationships with key partners

• Working with Service and Renewal teams to deliver an exceptional new business customer experience

• Provide insurance to clients and model effective protection through the provision of appropriate insurance products

• Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process

Requirements:

• A minimum of 2 years’ experience working in the insurance industry in an Insurance broking or an Insurance sales role

• Good understanding of sales techniques and processes for selling to customers

• Knowledge of Charity or Not for Profit Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential

What Next?
Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
 
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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