Partners& is a next-generation insurance advisor specialising in business and private client insurance, employee wellbeing and benefits, and risk management. The firm focuses on providing advice that makes a meaningful difference, working closely with clients to deliver outcomes that positively shape their future. Partners& emphasizes strong relationships, collaborative support, and tailored solutions for a wide range of clients. The company is authorised and regulated by the Financial Conduct Authority, reinforcing its commitment to professionalism and compliance.
Role Description
The Client Executive - SME is a full-time, hybrid role based in the Southwest (Bristol or South Molton), with flexibility for some work from home. The primary purpose of this role is to develop, grow, and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within you team.
What you'll do
- Become a trusted adviser to senior client stakeholders, building long-lasting relationships.
- Lead and grow a portfolio of clients, delivering exceptional service and tailored insurance solutions.
- Develop and execute sales strategies to win new business and exceed growth targets.
- Build and manage your own pipeline of prospects, identifying opportunities across the market.
- Use your technical insurance expertise to advise clients and support wider client teams.
- Collaborate with colleagues across trading, placement and specialist teams to deliver the best outcomes for clients.
- Ensure compliance, governance and client service standards are maintained to the highest level.
- Contribute strategic ideas and opportunities that support regional and business growth.
Qualifications and skills
- Achieved or working towards CII
- Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
- Demonstrable ability to provide a responsive first-class service to clients.
- Excellent verbal and written communication and administration skills.
- Knowledge of the wider Partners& offering.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident user of technology and software e.g. MS Office and Outlook.
- Working knowledge of broking processes and regulatory standards.
- Working knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis an advantage.
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Client Executive - SME employer: Partners&.
At Partners&, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. With flexible working arrangements and a commitment to professional development, our PI Director role provides the opportunity to lead impactful initiatives while supporting a diverse team dedicated to client excellence. Join us in a rewarding environment where your expertise will shape the future of our Professional Indemnity proposition.
