Client Director

Salary: Up to £100,000.00 (depending on experience) plus bonus potential

Working hours: 37.5 hours per week

Duration: Permanent

Location: UK

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Director to join our Direct Corporate Risks team. The team are looking for an experienced and talented Client Director to manage an existing book of business, as well as to identify, attract and retain new clients in our core target industries, predominantly within the Waste, Construction or Haulage and Logistics sector. Expertise and demonstrable success in this sector is desired but not essential. You will deliver an exceptional service experience to our client base, with a focus on expertise and excellence in the provision of market leading products. Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Provide a comprehensive Commercial insurance service to existing and potential new customers.
• Develop a significant level of technical and industry expertise within our chosen sectors, and utilise this expertise when creating product propositions for our target clients.
• Provide market leading risk management services, particularly with regards to motor fleet risks.
• In conjunction with your direct report, prepare and agree monthly and annual sales forecasts, targets, plans and budgets for your respective sales area.
• Be responsible for achievement of all sales forecasts, plans, programmes and budgets in your respective sales area.
• Monitor performance against objectives, forecasts, plans, targets and budgets and provide regular feedback to the Sales Director.
• Identify and generate own leads via LinkedIn, cold calling, introducers, partnerships. The business shall also provide leads to you to supplement your own activities.
• Work closely with the Account Handling and claims teams, ensuring the very highest level of service and excellence at all times.
• Identify, recommend and agree corrective action with the Sales Director as appropriate, where deviations in performance below plans occur, or where other problems arise affecting sales or customer satisfaction.
• Promote and maintain an internal and external brand of professionalism, expertise and excellence.
• Assist with marketing efforts including the provision of content, attendance at industry events and other activities as may be required from time to time.

Knowledge, skills and experience

• The principles, practices and legalities of Commercial Insurance, particularly Motor Fleet, Liability, Combined and Freight Liability insurances.
• Extensive experience in The UK Commercial Insurance market, in respect of Commercial insurances.
• Risk assessment in major Commercial classes of insurance, including Fire and Perils, Business Interruption, Liability and Motor Fleet.
• Industrial processes, security requirements, Health & Safety legislation and risk management techniques.
• The specific trade/industry sector(s) for which you have been targeted to develop.
• FSA Regulations for dealing with Commercial Customers.
• Report writing and presentation techniques.
• Sales techniques and methods.
• Budget assessing methods and requirements.
• Cert CII is desirable.

What we offer

• 28 days annual leave plus bank holidays.
• Your birthday off.
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance.
• Enhanced sick pay and parental leave.
• Support and funding toward study and professional qualifications.
• Paid time off for volunteering.

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size. We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.