Client Executive – Bristol

Health Matters (UK) Ltd; Bristol; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a people-centric and values-driven company as a Client Executive in Bristol! In this role, you'll build and maintain strong client relationships while driving new business opportunities. You'll leverage your industry knowledge and strategic thinking to enhance client experiences and contribute to sustainable business growth. This is an exciting opportunity to be part of a rapidly growing team that values collaboration and integrity. If you're a positive individual with a can-do attitude, this role is perfect for you!

Qualifications

• CII qualification and working towards further qualifications.
• Solid industry knowledge and strong business acumen.

Responsibilities

• Establish and maintain deep relationships with clients.
• Develop and implement effective sales strategies.
• Prospect and procure new B2B partners.

Skills

Client Relationship Management

Business Development

Strategic Thinking

Sales Forecasting

Insurance Knowledge

Education

CII Qualification

Job description

2 months ago Be among the first 25 applicants

We are looking for a Client Executive to join our team at Partners& in our Bristol office!

If you’re considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude to join our Partners& family.

We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience. The purpose of this role is to be the trusted adviser who will focus on building and maintaining client relationships whilst also driving new business opportunities. Through strategic engagement and integrity-driven practices, the role will drive revenue growth and enhance our reputation, ensuring sustainable business growth.

Responsibilities

• Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders
• Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams
• Ability to think strategically about the client base and proactively bring opportunities/ideas to the wider trading teams
• Uses standard methodology to scale better outcomes for clients and actively shares with the business.
• Using business development resources to grow the portfolio of new clients
• Building and managing a personal pipeline of potential clients
• Collaborating with the wider internal teams to deliver on our wider promise
• Responsible for prospecting and procuring new B2B partners and ensuring the successful onboarding of those new partners
• Identifying opportunities for leads to other areas of B2B, providing introductions and supporting our internal referral process (Private Client, WH&P)
• Ensuring that throughout the client journey the Partners& compliance process is upheld to avoid any audit/unnecessary compliance issues
• Instilling a growth mindset across the regional sales team to develop a culture of continuous improvement
• Working in conjunction with the regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client
• Providing accurate sales forecasts to the regional Sales Manager / regional Managing Partner
• To use client applications accurately and as defined by the business
• Acts as a client leader across a portfolio of clients with complex requirements
• Accountability for service delivery, ensuring progress for all client workstreams, building alignment of internal client teams on related workstreams
• Develop and implement effective sales strategies to meet and exceed sales targets
• To act upon feedback to ensure appropriate remediation plans are put in place
• Maintains proven understanding of all Partners& services and ensures that a client understands the full value available
• To maintain own learning and CPD.
  
  

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.
• 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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