Client Executive

Health Matters (UK) Ltd; Plymouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in insurance seeks a dedicated portfolio manager to enhance client relationships and drive sales. This role involves strategic development of client portfolios, compliance adherence, and actively pursuing new opportunities within a dynamic environment. Ideal candidates will possess strong business acumen and industry knowledge, alongside a commitment to professional development.

Qualifications

• CII and working towards further qualifications.
• Industry knowledge to foster partnerships with clients.
• Proven ability to provide a first-class service.

Responsibilities

• Develop and grow a personal portfolio of insurance clients.
• Maintain relationships and act as a trusted adviser.
• Achieve financial targets and drive sales.

Skills

Strong business acumen

Negotiation

Client relationship management

Sales strategy development

Problem-solving

Ability to handle rejection

Education

CII qualification

Job description

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.