Client Executive in Redhill

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 any changes to client demands, needs, cover requirements and programme design.
• Fact Find and underwriting information updates (Informally every year. Formally whenever re-broking takes place or every 3 years).
• Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary.
• Signing off Broking presentations.

Person Specification

Qualifications

• Cert CII
• Dip CII

Skills, Knowledge & Attributes

• Considerable experience in the corporate insurance industry.
• Extensive working knowledge of General Commercial Lines business and the Broking market.
• Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered.
• Demonstrable drive, self-motivation and determination to achieve results.
• Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus.
• Strong influencing, negotiation and leadership skills.
• Team player.
• Customer obsessed.
• Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue.

Verlingue is a family-owned business that believes in supporting and developing a passionate team of people to deliver the best service to our clients. We are a values driven business and this underpins how we conduct ourselves towards both our clients and colleagues. We have a comprehensive package of financial and non-financial benefits to suit your lifestyle:

• Competitive Salary.
• Bonus Scheme.
• Hybrid Working.
• 6% employer pension contribution.
• Annual leave increasing to 27 days’ in line with tenure.
• Flexible Benefits platform including a buy and sell holiday scheme.
• Medical Cash Plan.
• Death in Service.
• Private Medical Insurance, high street discounts, discounted insurance premiums, 24/7 Employee Assistance Programme – counselling service, fruit & breakfast provided weekly, social activities, wellbeing activities and support, professional qualification support.

Verlingue is an independent family owned insurance broker with 6 offices in the UK and a headcount of over 200. When joining Verlingue you will see how we live our values of Exceptional, Proud and Inclusive on a day to day basis and will be part of a business that embraces change, supports its people and encourages professional development. We also actively seek applications from Career Returners.

Up to £50,000.

Hours: 35.

Cash plan life assurance (4x basic salary), income protection, private medical insurance (when eligible).