Client Executive - New Business - Commercial & Schemes

2136GB00 Howden UK Brokers Limited; Cheltenham; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

CII exam support

Flexible hours

Job summary

Howden UK Brokers Limited is seeking a Client Executive for the New Business Education team. The role balances new business development with education insurance solutions for schools, operating from Cheltenham or a home-based setup with fortnightly Cheltenham office visits.

You will target growth, build client relationships, and drive revenue while navigating regulatory considerations. Training on sector products and CII exams is provided to support career progression.

Qualifications

• GCSE Maths and English (or equivalent).
• Cert CII (desirable).
• 2+ years’ experience in the insurance industry in broking or a sales role.
• Good understanding of sales techniques and processes for selling to customers.
• Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential.

Responsibilities

• Prospecting and securing new clients of all sizes.
• Speak with clients and provide solutions for Schools by phone, video call or in person.
• Attend relevant conferences to generate opportunities.
• Provide accurate sales forecasts to the Client Director using CRM data.
• Support wider team with relationships with key partners.
• Work with Service and Renewal teams to deliver an exceptional new business experience.
• Provide insurance to clients and model protection through appropriate products.
• Identify opportunities for leads to other areas and support cross-sell.

Skills

Customer focus

Communication skills

Independent worker

Organisation

Sales experience

Education

GCSE Maths & English

Cert CII desirable

Tools

CRM systems

Job description

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

At Howden - Commercial & Schemes, commercial insurance isn’t just what we do – it’s who we are. We support our clients through the complex landscape of commercial risk. We understand the diverse needs of businesses from large corporates to emerging ventures, meticulously crafting bespoke solutions to empower businesses to navigate uncertainty and achieve unwavering growth. Our depth of commercial insurance expertise allows us to protect client’s assets and fuel their progress. When our clients prosper, we celebrate success with them; when challenges arise, we provide unwavering support.

Do you have a passion for sales and already have some Insurance experience? If so, talk to us about joining our New Business Education team as a Client Executive. We are transforming the way we support our customers with new products and ways for customers to trade with us and you will be a key part of our success as a team. You will be customer orientated and enjoy prospecting, generating leads, developing business and winning clients. Customers are at the heart of everything we do at Howden, and you will have the ability to build long-lasting relationships and identify new business opportunities. You will enjoy working to targets and be looking to exceed these whilst also recognising the importance of regulation and putting the customer first. We will provide training on our products and the sector if you haven’t worked within Education before and we will offer full financial support for the Chartered Insurance Institute exams too.

Overview: This is a full-time, permanent opportunity to join a fast-paced sales team. The role can either be based in our Cheltenham Office or can be home based with a need to be in our Cheltenham office once every fortnight to work alongside other team players. We love meeting our customers face to face as well as collaborating in our Cheltenham office so some travel and overnight stays might be needed.

Responsibilities

• Responsible for prospecting and securing new clients of all sizes (dependent on experience)
• Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face
• Attending relevant key conferences to generate new opportunities
• Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
• Supporting the wider team with managing relationships with key partners
• Working with Service and Renewal teams to deliver an exceptional new business customer experience
• Provide insurance to clients and model effective protection through the provision of appropriate insurance products
• Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process

Knowledge

• Good understanding of general and legal principles of insurance
• Understands the relevant regulatory and legal frameworks
• A minimum of 2 years’ experience working in the insurance industry in an insurance broking or an insurance sales role
• Good understanding of sales techniques and processes for selling to customers
• Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential

Skills

• Customer focused approach
• Exceptional communication and interpersonal skills
• Able to work independently and use initiative and to work as part of a high performing sales team
• Able to work flexibly to achieve tight deadlines/targets with good organisation skills
• The ability to manage your own diary and workload effectively and work to tight deadlines with accuracy
• Ability to understand people and build rapport and adapt styles of communication
• Attention to detail and willingness to learn
• Calm and resilient under pressure

Qualifications

• GCSE Maths and English (or equivalent)
• Cert CII (desirable)

Benefits

• We will provide training on our products and the sector if you haven’t worked within Education before
• We will offer full financial support for the Chartered Insurance Institute exams
• Reasonable adjustments: we are committed to providing reasonable accommodations to ensure that our positions align well with your needs
• Additional flexibility such as flexible hours* or hybrid working* (subject to availability)

We value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us: Our successes have all come from someone brave enough to try something new. We support each other in the small everyday moments and the bigger challenges. We are determined to make a positive difference at work and beyond.

Permanent. Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.