At a Glance
- Tasks: Manage client relationships and drive new business opportunities in the corporate insurance sector.
- Company: Join a dynamic team at a leading corporate broker with a focus on innovation.
- Benefits: Competitive salary, professional development, and a vibrant work culture.
- Other info: Great opportunity for career growth in a supportive and collaborative environment.
- Why this job: Make a real impact by building strong client connections and shaping insurance strategies.
- Qualifications: Experience in corporate insurance and excellent communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
General Responsibilities
- 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
- Essential
- Qualifications: Cert 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
Locations
RedhillStaines
Client Executive in Redhill, Staines employer: Verlingue
Verlingue is an exceptional employer that prioritises client relationships and employee development, making it an ideal place for a Client Executive to thrive. With a strong focus on teamwork and customer obsession, employees benefit from a supportive work culture that encourages professional growth and offers opportunities to engage with diverse clients. Located in a dynamic environment, Verlingue provides unique advantages such as participation in client entertainment and strategic planning, ensuring that every team member plays a vital role in delivering outstanding service.
We think you need these skills to ace Client Executive in Redhill, Staines
Client Relationship Management
Service Coordination
New Business Development
Strategic Planning
Client Service Plan Creation
Credit Control
Fact Finding
