Client Service Executive

TN United Kingdom; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Client Service Executive to join their dynamic GB Retail business. This role offers a unique opportunity to engage with a diverse range of clients across multiple sectors, including Infrastructure, Manufacturing, and Retail. You will be responsible for delivering exceptional client service, optimizing revenue, and managing relationships to ensure client satisfaction and business growth. With a hybrid work style allowing flexibility, this position is perfect for those passionate about client service and eager to develop their expertise in the insurance industry.

Qualifications

• Broad knowledge of insurance products and markets.
• Passion for client service and relationship management.

Responsibilities

• Provide outstanding client service to a diverse portfolio.
• Manage and develop relationships with clients across various sectors.

Skills

Client Service

Communication Skills

Insurance Knowledge

Relationship Management

Education

Diploma in Insurance (Dip CII)

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 be responsible for providing 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, offering diverse challenges and opportunities, including managing and developing relationships.

Specific duties include:

Client Relationship Management

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

Placement Management

• Optimize revenue from new and existing clients using appropriate placement channels and markets for the client segment.
• Maintain relationships with market contacts and the Broking Team as needed.

Operational & Service Delivery

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