Charity Insurance Client Executive - Hybrid (Cheltenham)

IDEX Consulting Ltd.; Cheltenham; Híbrido; GBP 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Strong benefits package

Competitive salary

Descripción de la vacante

IDEX Consulting Ltd. is seeking an experienced Client Executive to join its Charity & Not-for-Profit team in Cheltenham. The role focuses on managing and developing client relationships, renewals, and providing specialist insurance advice within a national broker environment.

You will handle a portfolio, meet annual targets, and engage with insurers, partners, and internal teams. Hybrid working, with office days in Cheltenham, is offered.

Formación

• Experience in the general insurance market.
• Providing specialist insurance advice to clients.
• Charity or not-for-profit sector experience is advantageous.
• Must be commercially minded and client-focused.

Responsabilidades

• Manage and develop an existing portfolio of clients
• Lead renewal activity and mid-term adjustments
• Build relationships with key decision makers and partners
• Collaborate with external service providers and internal stakeholders
• Identify insurance solutions based on client requirements
• Work towards and exceed annual targets
• Attend quarterly MI meetings with partners
• Engage regularly with clients, partners and internal teams
• Travel to partner meetings and attend client events

Conocimientos

Relationship management

Insurance knowledge

Communication skills

Negotiation skills

Diary management

Descripción del empleo

IDEX Consulting Ltd. is seeking an experienced Client Executive to join its Charity & Not-for-Profit team in Cheltenham. The role focuses on managing and developing client relationships, renewals, and providing specialist insurance advice within a national broker environment.

You will handle a portfolio, meet annual targets, and engage with insurers, partners, and internal teams. Hybrid working, with office days in Cheltenham, is offered.