Client Executive in Cheltenham

Client Executive in Cheltenham

Cheltenham Full-Time 24000 - 36000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage and grow relationships with travel and school partners while exceeding performance targets.
  • Company: Join a transforming business with a vibrant team culture.
  • Benefits: Competitive salary, hybrid working, generous holiday, and health benefits.
  • Why this job: Make an impact in a dynamic role with opportunities for personal and professional growth.
  • Qualifications: Strong communication, negotiation skills, and the ability to build rapport.
  • Other info: Enjoy a fun work environment with social events and volunteering days.

The predicted salary is between 24000 - 36000 £ per year.

Salary: up to £30,000

Location: Home Working

Role

To meet and exceed performance targets as set by the Service and Retention Manager (Travel & Schools) for the effective management of existing travel and independent schools’ partners. To ensure our partners distribute insurance in a compliant, customer-centric way. To deliver quality leads to other parts of Endsleigh.

Key accountabilities will include:

  • Responsible for managing, developing and renewing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
  • Establish suitable distribution method to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
  • Ensure ongoing contact with our existing partners to maintain strong relationships.
  • Carefully monitor performance of our partners to ensure agreed forecasts are met.
  • Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
  • Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
  • Track and maintain annual monitoring checks for all partners, both Exempt and AR.

Person

The Client Executive should have excellent communication and presentation skills, with the ability to build rapport and strong relationships. You should also exhibit problem solving skills with the creativity to help develop this area of the business.

A successful candidate will also have:

  • Excellent communication, presentation and negotiation skills
  • Ability to understand people and build rapport, adapt styles of communication accordingly
  • Ability to exceed individual targets and deadlines as defined by the business plan
  • Multi-tasking and organisational skills with attention to detail, quick assessment and effective workload prioritisation
  • The ability to manage own diary, working to tight deadlines with accuracy of work

Reward

This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. We will offer you a fantastic benefits package which includes a defined contribution pension scheme where Endsleigh will contribute 4% of your pensionable salary increasing to 8% at 5 years’ service and rising again to 12% in year 10.

You will start with 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 5 years’ service. We also offer all colleagues the ability to buy additional holiday if they wish to, as well as giving you your Birthday off.

In addition to this we also offer:

  • Annual bonus scheme
  • Health CashPlan
  • Hybrid Working
  • Life Insurance
  • Free fruit and healthy snacks
  • The opportunity to buy additional holiday
  • 2 paid volunteering days
  • Funding for team social events via the Endsleigh Fun(d)

Client Executive in Cheltenham employer: Endsleigh Insurance

Endsleigh is an exceptional employer that fosters a vibrant and supportive work culture, particularly for the Client Executive role. With the flexibility of home working, employees enjoy a competitive salary alongside a comprehensive benefits package, including generous holiday allowances, a robust pension scheme, and opportunities for personal growth through volunteering and team events. Join us to be part of a dynamic team dedicated to transforming the insurance landscape while prioritising employee well-being and development.
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Contact Detail:

Endsleigh Insurance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Executive in Cheltenham

✨Tip Number 1

Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the Client Executive role. Personal connections can make a huge difference!

✨Tip Number 3

Prepare for the interview by practising common questions related to client management and relationship building. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the position.

We think you need these skills to ace Client Executive in Cheltenham

Communication Skills
Presentation Skills
Negotiation Skills
Relationship Management
Problem-Solving Skills
Creativity
Multi-tasking
Organisational Skills
Attention to Detail
Workload Prioritisation
Diary Management
Deadline Management
Customer-Centric Approach
Data Analysis

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Client Executive role. Highlight your communication and negotiation skills, as well as any experience managing accounts or building relationships with partners. We want to see how you can bring value to our team!

Showcase Your Problem-Solving Skills: In your application, don’t shy away from sharing examples of how you've tackled challenges in the past. We love creativity and initiative, so let us know how you've used these skills to drive results in previous roles.

Be Professional Yet Personable: While we appreciate professionalism, we also value a friendly approach. Use a conversational tone in your cover letter to show us your personality. Remember, building rapport is key in this role, so let that shine through!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s super easy! Just log in or create an account, and you’ll be one step closer to joining our fantastic team at StudySmarter.

How to prepare for a job interview at Endsleigh Insurance

✨Know Your Partners

Before the interview, research the existing travel and independent schools’ partners that the company works with. Understanding their needs and how you can help them will show your initiative and readiness to manage those relationships effectively.

✨Showcase Your Communication Skills

Since excellent communication is key for a Client Executive, prepare examples of how you've successfully built rapport in previous roles. Practise articulating your thoughts clearly and confidently, as this will be crucial during your interview.

✨Prepare for Negotiation Scenarios

Think about past experiences where you had to negotiate terms or rates. Be ready to discuss your approach and the outcomes. This will demonstrate your negotiation skills and ability to handle renewal presentations professionally.

✨Demonstrate Problem-Solving Abilities

Be prepared to discuss specific challenges you've faced in previous roles and how you creatively solved them. This will highlight your problem-solving skills and adaptability, which are essential for exceeding performance targets.

Client Executive in Cheltenham
Endsleigh Insurance
Location: Cheltenham
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