Client Executive - Private Clients

Marsh McLennan; Letchworth; On-site; GBP 45,000 - 65,000; Full time

Job summary

Marsh seeks a Client Executive to join the Private Clients team in a hybrid role with three in-office days per week and regular client meetings. The position can be based in London, Witham or Letchworth, with travel to London for client meetings as required.

You will manage a growing portfolio of high-net-worth clients and work closely with colleagues to deliver outstanding service and growth. A full driving licence and access to a car are essential due to travel to London to meet clients and

Qualifications

• Prior experience as a Client Executive is preferred, however not essential as we’re also open to those with a proven track record in another sales sector.
• A passion for elite client service.
• Be able to generate leads.
• Excellent communication skills both written and verbal.
• Stakeholder management skills up to and including senior executive level.

Responsibilities

• Deliver sales and growth with a focus on HNW Private Clients.
• Demonstrate excellent client retention skills.
• Cover a large region utilising your diary management skills to maximise client reach.
• Demonstrate strong team working ability to forge strong working relationships within the business to meet goals and targets.
• Perform to a high level across all areas of client management including service, quality, growth and colleague engagement.

Skills

Client relationship management

Sales

Lead generation

Communication skills

Stakeholder management

Diary management

Team collaboration

Tools

Excel

Word

Outlook

Job description

Company:

Description:

We are seeking a talented individual to join our Private Clients team at Marsh. This hybrid working role (3 days per week in office / meeting with clients) can be based in London, Witham or Letchworth.

The successful candidate will also be expected to travel to London to meet with Clients on a regular basis, so it’s essential to hold a full driving license and have access to a car.

The role: Client Executive

The Client Executive will focus on managing and retaining an existing client portfolio while identifying and winning new business, making it an ideal position for someone with a client-facing sales background who aspires to thrive at a market-leading insurance broker.

We will rely on you to:

• Deliver sales and growth with a focus on HNW Private Clients.

• Demonstrate excellent client retention skills.

• Cover a large region utilising your diary management skills to ensure you maximise your client reach.

• Demonstrate strong team working ability in order to forge strong working relationships within the business to meet defined goals and targets.

• Perform to a high level across all areas of client management including client service, quality and assurance, growth and colleague engagement.

What you need to have:

• Prior experience as a Client Executive is preferred, however not essential as we’re also open to those with a proven track sales record in another sector.

• A passion for elite client service.

• Be able to generate leads.

• Excellent communication skills both written and verbal.

• Stakeholder management skills up to and including senior executive level.

What makes you stand out:

• Being passionate about client service and growth

• Insurance qualification

• Excel, Word & Outlook knowledge

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.

#hybrid

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.