Client Executive

TN United Kingdom; Cheltenham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a transforming business as a Client Executive, where you will manage and develop key partner accounts while exceeding performance targets. This role offers the chance to build strong relationships and contribute to a customer-centric approach in the insurance sector. You will enjoy a vibrant team culture, a competitive salary, and a comprehensive benefits package, including a generous pension scheme and additional holiday options. If you thrive in a dynamic environment and have the skills to drive growth, this opportunity is perfect for you.

Benefits

Health CashPlan

Hybrid Working

Life Insurance

Free fruit and healthy snacks

Opportunity to buy additional holiday

Funding for team social events

Qualifications

• Excellent communication and presentation skills.
• Ability to exceed individual targets and manage own diary.

Responsibilities

• Manage and develop a portfolio of accounts for growth.
• Monitor partner performance and ensure compliance.
• Identify opportunities for cross-selling within the business.

Skills

Communication Skills

Presentation Skills

Negotiation Skills

Problem Solving

Organizational Skills

Job description

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Role

To meet and exceed performance targets as set by the Service and Retention Manager (Travel & Schools) for the effective management of existing travel and independent schools’ partners. To ensure our partners distribute insurance in a compliant, customer-centric way. To deliver quality leads to other parts of Endsleigh.

Key accountabilities will include:

• Responsible for managing, developing and renewing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
• Establish suitable distribution method to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
• Ensure ongoing contact with our existing partners to maintain strong relationships.
• Carefully monitor performance of our partners to ensure agreed forecasts are met.
• Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
• Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
• Track and maintain annual monitoring checks for all partners, both Exempt and AR.

Person

The Client Executive should have excellent communication and presentation skills, with the ability to build rapport and strong relationships. You should also exhibit problem solving skills with the creativity to help develop this area of the business.

A successful candidate will also have:

• Excellent communication, presentation and negotiation skills
• Ability to understand people and build rapport, adapt styles of communication accordingly
• Ability to exceed individual targets and deadlines as defined by the business plan
• Multi-tasking and organisational skills with attention to detail, quick assessment and effective workload prioritisation
• The ability to manage own diary, working to tight deadlines with accuracy of work

Reward

This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. We will offer you a fantastic benefits package which includes a defined contribution pension scheme where Endsleigh will contribute 4% of your pensionable salary increasing to 8% at 5 years’ service and rising again to 12% in year 10.

You will start with 22 days holiday plus bank holidays, rising to 25 days after 2 years and 27 days after 5 years’ service. We also offer all colleagues the ability to buy additional holiday if they wish to, as well as giving you your Birthday off.

In addition to this we also offer:

• Health CashPlan
• Hybrid Working
• Life Insurance
• Free fruit and healthy snacks
• The opportunity to buy additional holiday
• Funding for team social events via the Endsleigh Fun(d)

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