Client Service Executive

WTW; Bristol; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Join a leading firm in Bristol as a Client Service Executive, where you will deliver exceptional client service to various sectors including Infrastructure and Financial Services. This role requires strong relationship management skills and knowledge of insurance products. Embrace a hybrid work model while contributing to client success and business growth.

Qualifications

• Broad knowledge of insurance products and markets.
• Passion for client service.
• Excellent communication skills.

Responsibilities

• Provide outstanding client service and support to new and existing clients.
• Maintain relationships with decision-makers and budget holders.
• Maximize revenue through appropriate placement channels.

Skills

Client service

Communication

Insurance product knowledge

Education

Dip CII or willingness to obtain

Job description

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This is an excellent opportunity to join our GB Retail business as a Client Service Executive. We are seeking candidates with a broad knowledge of insurance products and markets, a passion for client service, and excellent communication skills. Candidates should be working towards or have obtained a Dip CII or be willing to do so.

We now operate a hybrid work style, enabling you to work from home 2-3 days per week.

Office Locations: Ipswich, Bristol, Birmingham, Glasgow, and Reading

The Role

In this role, you will provide outstanding client service and support to a portfolio of new and existing clients across various industry sectors including Infrastructure & Utilities, Manufacturing & Industrial, Land Transport, Leisure & Hospitality, Retail, and Financial Services.

No two days are the same, as our client base includes every type of business in the UK, many with a global reach, providing diverse challenges and opportunities, including managing and developing relationships.

Specific duties include:

Client Relationship Management

• Understand clients’ business and risk management needs, and find solutions to meet those needs through ongoing service.
• Identify primary budget holders and decision-makers within clients, and maintain active relationships with them.
• Determine suitable solutions, structure, price, and placement strategies that meet client needs and ensure profitable business.
• Understand, apply, and explain policies and procedures as necessary.
• Provide technical, industry, and subject matter expertise when required.
• Leverage expertise from specialist technical teams within the business and across the group for client support.
• Liaise with clients to build strong relationships.

Placement Management

• Maximize revenue from new and existing clients through appropriate placement channels and markets.
• Collaborate closely with market contacts and the Broking Team as needed.

Operational & Service Delivery

• Communicate effectively with clients, colleagues, markets, and others to maximize service delivery levels.