Client Executive in South Molton

Company Description

Partners& is a next-generation insurance advisory firm specialising in business and private client insurance, employee wellbeing, engagement and benefits, and risk management. The organisation focuses on providing advice that makes a meaningful difference, working closely with clients to deliver outcomes that shape their future. Partners& operates with a collaborative, “shoulder to shoulder” approach, emphasizing long-term relationships and tailored solutions. The company is authorised and regulated by the Financial Conduct Authority, offering applicants a professional, compliant, and client-centric environment.

Role Description

This full-time Client Executive role is based in South Molton with a hybrid working arrangement, allowing some work from home. The Client Executive will manage a portfolio of clients, ensuring their insurance and risk management needs are understood, reviewed, and appropriately serviced. Daily responsibilities include handling renewals, mid-term adjustments, and queries, preparing and presenting tailored insurance solutions, and supporting clients with ongoing advice. The role involves building strong relationships, maintaining high levels of client satisfaction, and collaborating with internal teams and insurers to secure competitive terms. The Client Executive will also identify opportunities for cross-selling and up-selling services, contribute to business development activities, and maintain accurate records in line with regulatory and company standards.

Qualifications

• Strong client relationship and service orientation, including Customer Satisfaction and Account Management skills.
• Excellent Communication abilities, both written and verbal, with confidence in client-facing interactions and presentations.
• Proficiency in Sales and business development, with the ability to identify and convert opportunities ethically and transparently.
• Consulting and advisory skills, with the capability to analyse client needs and recommend appropriate insurance and risk management solutions.
• Experience in insurance, financial services, or a related advisory environment is highly beneficial.
• Knowledge of FCA regulations and compliance requirements, or willingness to learn and maintain regulatory standards.
• Strong organizational skills, attention to detail, and ability to manage multiple client accounts and deadlines.
• Comfort with using CRM systems and standard office software to manage client data and documentation.
• Relevant professional qualifications (e.g., CII or equivalent) or a commitment to working towards them.