Client Executive - Insurance (Education Team) Home based

BMO Harris Bank; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

BMO Harris Bank is looking for a Client Executive to join the Education team, ideally home-based in the Hampshire, Wiltshire, or Berkshire regions. The role involves managing a portfolio of clients, identifying risk management strategies, and maximizing business opportunities in the UK Education sector. Strong relationship management and commercial insurance experience are essential. This position offers professional development and a chance to contribute to a diverse and inclusive work culture.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Career opportunities and benefits

Qualifications

• Proven Commercial Insurance experience, having held previous client executive roles.
• Experience of working with Education related clients would be beneficial, but not essential.
• Strong relationship building and relationship management skills are essential.
• Excellent communication, interpersonal, negotiation and influencing skills are essential.
• Analytical and problem solving skills will be beneficial.

Responsibilities

• Manage an allocated portfolio of clients across the Education sector.
• Identify and agree strategies for each client's risk management, risk financing and insurance needs and objectives.
• Work with clients to maximise the business opportunities and broaden the product offering.
• Lead programme design activities through to sign off.
• Produce budget proposals for client and negotiate fees.
• Host client and Insurer meetings in conjunction with specialist broker and client service teams.
• Strive to deliver best practice, market-leading service and solutions for all clients.
• Prospect and win new clients.

Skills

Commercial Insurance Experience

Relationship Building

Negotiation Skills

Analytical Skills

Education

Cert CII

Job description

We are seeking a talented individual to join our Education team at Marsh. This role will be home based ideally with you being based in the Hampshire, Wiltshire, Berkshire regions of the South. There is also a requirement of attending our Haywards Heath office for meetings as required.

Do you enjoy working with clients to build strong working relationships? Do you enjoy providing the best service possible for clients? Then the Client Executive opportunity may be of interest to you.

You will manage and grow a portfolio of clients and prospective clients from across the UK Education sector. You will identify and agree strategies for each clients' risk management, risk financing and insurance needs and objectives as well as working with clients to maximise the business opportunities and broaden the product offering.

We will count on you to:

• Manage an allocated portfolio of clients across the Education sector
• Identify and agree strategies for each clients' risk management, risk financing and insurance needs and objectives
• Work with clients to maximise the business opportunities and broaden the product offering
• Lead programme design activities through to sign off
• Produce budget proposals for client and negotiate fees
• Host client and Insurer meetings in conjunction with specialist broker and client service teams
• Strive to deliver best practice, market-leading service and solutions for all clients
• Prospect and win new clients

What you need to have:

• Proven Commercial Insurance experience, having held previous client executive roles
• Experience of working with Education related clients would be beneficial, but not essential
• Strong relationship building and relationship management skills are essential
• Excellent communication, interpersonal, negotiation and influencing skills are essential
• Analytical and problem solving skills will be beneficial

What makes you stand out:

• Dynamic with previous client facing experience
• The ability to remain calm under pressure and be able to work flexibly when required
• Cert CII qualified and working towards ACII is desirable

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.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].