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- Tasks: Connect with clients, manage accounts, and provide tailored insurance solutions.
- Company: Leading Commercial Insurance Broker reshaping client experiences.
- Benefits: Salary up to £42,000, car allowance, flexible working, and health support.
- Why this job: Join a forward-thinking team and make a real impact in the public sector.
- Qualifications: Experience in commercial insurance and strong communication skills.
- Other info: Full training provided, plus financial backing for CII qualifications.
The predicted salary is between 42000 - 42000 £ per year.
A leading Commercial Insurance Broker is seeking an ambitious Account Handler or Sales Executive to join both their Charity and Education teams in Cheltenham. This is your chance to work with a forward-thinking insurance brokerage that is reshaping how clients experience commercial insurance.
The Client Executive will be responsible for connecting with existing clients, ensuring their needs for renewals and mid-term adjustments are understood and dealt with in an efficient manner. This will involve finding the right coverages, offering competitive pricing, and providing outstanding service to clients and colleagues alike.
This role is offered on a remote basis with fortnightly visits to the office in Cheltenham.
Overview:- Building strong relationships and ensuring a seamless client experience from start to finish.
- Ongoing account management and renewal for our existing portfolio.
- Exceeding annual targets.
- Engaging regularly with internal and external stakeholders.
- Develop and execute renewal/placement strategies in conjunction with the broking and client service teams.
- Quarterly MI meetings held with each partner.
- Travel to partner meetings and attend client promotional events.
- Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.
- Previous experience in commercial insurance with knowledge of charity or NFP sectors beneficial.
- A solid understanding of general insurance principles and regulation.
- A natural ability to build rapport and earn trust quickly.
- A positive, target-driven mindset with a genuine focus on doing right by the client.
- Great communication, time management, and self-motivation skills.
- Previous public sector insurance experience would be beneficial (education, charities, not for profit).
- Cert CII (or working towards it).
- Salary of up to £42,000.
- Car allowance.
- Generous benefits package.
- Flexible hybrid or remote working.
- Health and well-being programme that supports your work-life balance.
You’ll be the go-to expert for public sector organisations, helping them protect what matters most. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership.
- Build lasting relationships with new and existing clients.
- Prospect, pitch, and close new business opportunities with confidence.
- Provide tailored insurance solutions over the phone, on video calls, and in person.
- Attend key conferences to grow your network and uncover opportunities.
- Use CRM tools to track your pipeline and forecast success.
- Collaborate with colleagues across service and renewal teams to deliver a seamless client experience.
If you haven't worked in the education sector before - no problem. You’ll get all the training and support you need, plus full financial backing for your CII qualifications.
Contact:If the above sounds of interest, please reach out for a confidential conversation.
Contact: David Harries
Reference: DH/100148
Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Account Handler in Cheltenham employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry, especially those in charity and education sectors. Attend events, join online forums, and don’t be shy to reach out on LinkedIn – you never know who might help you land that dream job!
✨Tip Number 2
Practice your pitch! You’ll need to confidently present yourself and your skills to potential employers. Role-play with friends or family, focusing on how your experience aligns with the Account Handler role. The more comfortable you are, the better you'll come across in interviews.
✨Tip Number 3
Showcase your knowledge! Brush up on general insurance principles and the specific needs of the charity and education sectors. Being able to discuss these topics intelligently will set you apart from other candidates and show that you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and understand what we’re looking for. Plus, it’s a great way to get noticed by our hiring team. Don’t miss out on this opportunity!
We think you need these skills to ace Account Handler in Cheltenham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Handler role. Highlight your experience in commercial insurance, especially if you've worked with charities or the education sector. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since this role involves building relationships with clients, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application, and maybe even share examples of how you've successfully engaged with clients in the past.
Highlight Your Target-Driven Mindset: We love a candidate who’s motivated by targets! Make sure to mention any achievements related to exceeding sales goals or managing accounts effectively. This will show us that you have the right mindset for the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Cavendish Maine
✨Know Your Stuff
Make sure you brush up on your knowledge of commercial insurance, especially in the charity and education sectors. Familiarise yourself with the main classes of general insurance and the CII's Code of Ethics. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Build Rapport
Since this role is all about building strong relationships, practice your communication skills. Think about how you can connect with clients and colleagues alike. Prepare some examples of how you've successfully built relationships in the past, as this will demonstrate your ability to earn trust quickly.
✨Show Your Target-Driven Mindset
Be ready to discuss your previous experiences where you exceeded targets or achieved significant results. This role requires a positive, target-driven mindset, so come prepared with specific examples that highlight your achievements and how you can bring that same energy to their team.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about their approach to client management or how they support their employees in achieving their CII qualifications. Asking insightful questions shows that you're engaged and serious about the opportunity.