Client Executive

NJR Recruitment Ltd; Devon and Torbay; On-site; GBP 45,000 - 60,000; Full time

Job summary

NJR Recruitment Ltd is seeking a Client Executive for its North Devon area to grow and manage a portfolio of commercial insurance clients. You will develop long-term relationships and drive new business opportunities.

The role requires strong knowledge of commercial insurance, FCA compliance, and the ability to tailor solutions for complex client needs. A track record of successful client development is essential.

Qualifications

• Strong knowledge of the commercial insurance industry.
• Experience managing and developing a portfolio of clients.
• Proven ability to develop new business and opportunities.
• Excellent relationship-building and communication skills.
• Ability to understand complex insurance products and tailor solutions.
• Commercial awareness with strategic client relationship management.
• Confident negotiating and closing new business opportunities.
• Self-motivated, target-driven, and able to work independently.
• FCA compliance awareness.
• CII qualification and commitment to ongoing professional development.

Responsibilities

• Build and maintain strong client relationships as a trusted adviser.
• Manage a portfolio of clients with potentially complex insurance needs.
• Develop and implement sales strategies to achieve targets.
• Maintain a personal pipeline of prospective clients.
• Identify new business opportunities and nurture market relationships.
• Advise clients using technical insurance knowledge.
• Collaborate with internal teams to tailor insurance solutions.
• Coordinate with placement teams to place risks effectively.
• Provide accurate sales forecasts and pipeline visibility.
• Keep records up to date and ensure compliance standards.

Skills

Commercial Insurance

Portfolio Management

New Business Development

Client Relationships

FCA Compliance

Education

CII qualification

Job description

Client Executive

North Devon

Salary £45,000 - £60,000

Are you an experienced Commercial Insurance professional with a strong track record of developing client relationships and winning new business?

We are working with an established insurance business that is looking to appoint an experienced Client Executive to join its team in North Devon. This is an opportunity for a commercially minded insurance professional to take ownership of a portfolio of clients, develop long-term relationships and play a key role in new business and growth.

The Role

As a Client Executive, you will be responsible for developing, growing and retaining a personal portfolio of insurance clients while contributing to wider sales and business development objectives.

Your responsibilities will include:

• Building and maintaining strong relationships with clients and becoming a trusted adviser to senior stakeholders.
• Managing a portfolio of clients with potentially complex insurance requirements.
• Developing and implementing effective sales strategies to achieve and exceed targets.
• Building and managing a personal pipeline of prospective clients.
• Identifying new business opportunities and proactively developing relationships within the market.
• Using your technical insurance knowledge to advise clients and shape discussions around their risks and requirements.
• Working collaboratively with internal teams to develop appropriate insurance solutions for clients.
• Working alongside placement teams to ensure complex and challenging risks are placed effectively and in a timely manner.
• Providing accurate sales forecasts and maintaining visibility of pipeline activity.
• Contributing ideas and opportunities to wider trading teams.
• Ensuring client servicing and compliance standards are consistently maintained.
• Maintaining accurate records and using internal systems effectively.
• Keeping your technical knowledge and professional development up to date.

About You

We’re looking for an experienced commercial insurance professional who can demonstrate:

• Strong knowledge of the commercial insurance industry.
• Experience managing and developing a portfolio of insurance clients.
• A proven ability to develop new business, prospect and generate opportunities.
• Strong relationship-building and communication skills.
• The ability to understand complex insurance products and identify appropriate solutions for clients.
• Commercial awareness and a strategic approach to managing client relationships.
• Confidence negotiating and closing new business opportunities.
• A self-motivated, target-driven approach.
• The ability to work independently while contributing effectively to a wider team.
• Strong organisational skills and the ability to manage multiple priorities.
• A good working knowledge of FCA compliance requirements.
• CII qualification, with a willingness to continue professional development.

What’s on Offer

This is a great opportunity for an experienced Commercial Insurance professional to take the next step in their career within a client-focused environment, based in North Devon.

NJR17034.