Client Executive

Health Matters (UK) Ltd; Greater Sudbury; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading company in the insurance sector seeks a Client Executive to develop, grow, and retain a portfolio of clients. This role involves establishing deep client relationships, implementing sales strategies, and driving business development while ensuring compliance. Ideal candidates will possess strong industry knowledge and a proven track record in client service and sales.

Qualifications

• Solid industry knowledge for partnership with clients.
• Ability to provide first-class service to clients.
• Flexibility to adapt to changing market conditions.

Responsibilities

• Establish and maintain relationships with clients.
• Develop and implement effective sales strategies.
• Provide accurate sales forecasts.

Skills

Business acumen

Negotiation skills

Client relationship management

Sales strategy development

Adaptability

Education

CII qualification

Job description

Join to apply for the Client Executive role at Health Matters (UK) Ltd

15 hours ago Be among the first 25 applicants

Join to apply for the Client Executive role at Health Matters (UK) Ltd

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.

Key Responsibilities And Tasks

• Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders.
• Use our Partners& Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build a greater resilience into their businesses.
• Develop and implement effective sales strategies to meet and exceed sales targets, building and managing a personal pipeline of potential clients.
• Ability to think strategically about the client base and proactively bring opportunities / ideas to the wider trading teams.
• Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams.
• Upholding our compliance and Client Journey standards to the highest level.
• Providing accurate sales forecasts to the Regional Sales Director / Regional Managing Partner.
• Using business development resources to grow our portfolio of new clients.
• Acts as a client leader across a portfolio of clients with complex requirements.
• Working in conjunction with the regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client.
• To use client applications accurately and as defined by the business.
• To act upon feedback to ensure appropriate remediation plans are put in place.
• To maintain own learning and continuous professional development.
• Alignment with Partners& PACE values.

Qualifications

• CII and working towards further qualifications.

Experience / Skills

• Solid industry knowledge to be able to create the partnership required with clients and client teams.
• Demonstrable ability to provide a responsive first-class service to clients.
• Ability to exceed individual and team deadlines.
• Strong business acumen and ability to understand complex insurance products.
• Self-motivated and target-oriented with a drive for results.
• Ability to work independently and as part of a team in a fast-paced environment.
• Demonstrated ability to prospect, negotiate, and close deals effectively.
• Ability to identify client needs and offer tailored insurance solutions to address their challenges.
• Flexibility to adapt to changing market conditions, client preferences, and organizational priorities.
• Ability to handle rejection, overcome objections, and persist in pursuing sales opportunities.
• Capacity to analyse sales data, identify trends, and make informed decisions to drive sales growth.
• Working knowledge of FCA compliance rules.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Referrals increase your chances of interviewing at Health Matters (UK) Ltd by 2x

Get notified about new Client Executive jobs in Greater Nottingham .

Nottingham, England, United Kingdom 2 days ago

Regional Account Manager / Business Development Manager - Ski

Nottingham, England, United Kingdom 3 weeks ago

Nottingham, England, United Kingdom 3 weeks ago

Eastwood, England, United Kingdom 1 day ago

Nottingham, England, United Kingdom 1 day ago

Nottingham, England, United Kingdom 1 week ago

Nottingham, England, United Kingdom 2 weeks ago

Nottingham, England, United Kingdom 3 weeks ago

Nottingham, England, United Kingdom 1 week ago

Nottingham, England, United Kingdom 5 months ago

Nottingham, England, United Kingdom 5 days ago

Nottingham, England, United Kingdom 4 weeks ago

Nottingham, England, United Kingdom 2 months ago

Nottingham, England, United Kingdom 5 days ago

Long Eaton, England, United Kingdom 2 weeks ago

Regional Account Manager - Oncology - Midlands and East of England

Nottingham, England, United Kingdom 1 week ago

Nottingham, England, United Kingdom 6 hours ago

Nottingham, England, United Kingdom 1 week ago

Nottingham, England, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search