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Client Executive

Marsh & McLennan Companies

Cardiff

Hybrid

GBP 80,000 - 100,000

Full time

Yesterday
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Job summary

An established industry player is seeking a dynamic Client Executive to join its Commercial team in Cardiff. This hybrid role offers the opportunity to manage and grow an existing client portfolio while identifying new business opportunities. You will be at the forefront of delivering exceptional client service and driving sales growth across various insurance sectors. Join a vibrant and inclusive culture that values professional development and collaboration, where your contributions will have a meaningful impact on clients and communities. If you are passionate about client service and thrive in a dynamic environment, this role is perfect for you.

Benefits

Professional Development Opportunities
Supportive Leadership
Inclusive Culture
Career Opportunities

Qualifications

  • Strong Corporate or mid-sized Commercial Insurance background required.
  • Excellent communication and stakeholder management skills are essential.

Responsibilities

  • Manage and retain an existing client portfolio while identifying new revenue opportunities.
  • Deliver sales and growth, collaborating with Account Management colleagues.

Skills

Client Management
Sales Growth
Communication Skills
Stakeholder Management
Cross-Selling

Education

Insurance Qualification (CII/ACII)

Tools

Excel
Word
Outlook

Job description

We are seeking a talented individual to join our Commercial team at Marsh. This role can be based out of our Cardiff office. This is a hybrid role that has a requirement of working at two to three days a week in the office.

The role: Client Executive

As a Client Executive, you will focus on managing and retaining an existing client portfolio while identifying and creating new revenue opportunities through proactive cross-selling and upselling of our services. You will be responsible for delivering sales and growth within your predefined area, demonstrating excellent client retention skills, and covering the Welsh region.

This is an exciting opportunity for a current Client Executive or possibly an experienced Account Handler with demonstrable new business and client management experience looking to thrive at a market-leading insurance broker.

We will rely on you to:

  • Manage relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
  • Deliver sales and growth within your predefined area.
  • Collaborate with other Account Management colleagues to execute on the growth and retention strategy and meet sales goals.
  • Serve as a client contact, responding to complex client needs and questions to enhance the client experience.
  • Cultivate a comprehensive understanding of changing market conditions and comply with all compliance, professional, and transparency standards.

What you need to have:

  • A strong Corporate or mid-sized Commercial Insurance background with the ability to manage, retain and grow an existing portfolio of business.
  • Cross-class knowledge including Property, Casualty, Motor, Marine and Financial Lines.
  • A passion for elite client service and excellent communication skills, both written and verbal.
  • Stakeholder management skills up to and including senior executive level.
  • Proficiency in Excel, Word, and Outlook.

What makes you stand out:

  • A genuine passion for client service and growth.
  • An insurance qualification (CII/ACII) is advantageous.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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