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For Companies At a Glance
- Tasks: Manage client relationships and drive new business opportunities.
- Company: Join a family-owned insurance brokerage with a focus on client satisfaction.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment that values diversity and collaboration.
- Why this job: Make a real impact by building strong client relationships and expanding your portfolio.
- Qualifications: Experience in client management and a passion for delivering exceptional service.
The predicted salary is between 60000 - 80000 £ per year.
Role Profile
Department: Corporate Sales
Location: Surrey – Redhill / Staines
Reporting to: Sales Director – South
Main purpose of job: To service a portfolio of existing clients, ensuring you meet their demands and needs as well as building your own portfolio through driving new business.
Company Vision: To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.
Department Overview: Verlingue have established Client Services teams in both Redhill being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.
Proud: We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.
Inclusive: We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.
Key Accountabilities:
- Client Relationship management – you will have overall responsibility for your clients including service and broking co-ordination.
- Finding and winning new clients.
- Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate).
- Facilitating and overseeing introductions along with on-going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients).
- Client visits.
- Creating and delivering Client Service Plan.
- Ensuring appropriate resources are in place to deliver agreed services.
- Agreeing appropriate remuneration with client.
- Client entertainment participation and oversight.
- Credit control.
- Ensuring clients are fully aware of policy coverage / conditions / limitations.
- New Business – Creating an active pipeline and recording on Acturis.
- Establishment of client demands, needs, cover requirements and programme design.
- Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.).
- Liaising with Broker on broking strategy to be employed and contributing as necessary.
- Signing off Broking presentations.
- Renewal Business – Developing the renewal strategy for each of your clients.
- Establishment of any changes to client demands, needs, cover requirements and programme design.
- Fact Find and underwriting information.
- Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary.
- Signing off Broking presentations.
Person Specification:
Essential Desirable Qualifications: Cert CII, Dip CII.
Skills, Knowledge.
Client Director employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. You never know who might have the perfect opportunity for you!
✨Tip Number 2
Show off your personality! When you get the chance to meet clients or hiring managers, let your passion for client service shine through. Share stories that highlight your experience and how you’ve gone above and beyond for clients in the past.
✨Tip Number 3
Be proactive! Don’t just wait for opportunities to come to you. Create a list of companies you admire, like Verlingue, and reach out directly. Express your interest in working with them and how you can contribute to their vision of exceptional client service.
✨Tip Number 4
Follow up! After any meeting or networking event, send a quick thank-you note or email. It shows you’re genuinely interested and keeps you on their radar. Plus, it’s a great way to remind them of your skills and enthusiasm for the role!
We think you need these skills to ace Client Director
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see how much you care about client relationships and delivering exceptional service, just like we do at StudySmarter.
Tailor Your CV: Make sure your CV is tailored to the Client Director role. Highlight your experience in client management and new business development. We love seeing how your skills align with our vision of building strong, long-term relationships.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to describe your achievements and experiences. We appreciate clarity, as it reflects the kind of communication we value with our clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Clients
Before the interview, research the company’s existing client portfolio and understand their needs. Be ready to discuss how you can enhance client relationships and drive new business. This shows that you’re proactive and genuinely interested in the role.
✨Showcase Your Strategic Thinking
Prepare examples of how you've successfully managed client relationships in the past. Highlight your strategic planning skills and how you’ve contributed to client satisfaction and retention. This will demonstrate your ability to align with the company's vision.
✨Emphasise Team Collaboration
Since the role involves working closely with various teams, be prepared to talk about your experience in collaborative environments. Share specific instances where teamwork led to successful outcomes, showcasing your inclusive approach.
✨Ask Insightful Questions
At the end of the interview, ask questions that reflect your understanding of the company’s goals and challenges. Inquire about their client service strategies or how they measure client satisfaction. This not only shows your interest but also your strategic mindset.