Client Success Exec - Insurance & Risk Advisory

Partners&.; South Molton; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Partners&. offers a Client Executive role in South Molton with hybrid working. The successful candidate will manage a portfolio of client insurance and risk management needs, renewals, mid-term changes, and queries, delivering tailored solutions.

The role emphasizes building strong client relationships, maintaining high satisfaction, and collaborating with insurers to secure competitive terms, while contributing to business development and compliance standards.

Qualifications

• Strong client relationship and service orientation.
• Excellent communication skills, both written and verbal.
• Sales and business development capabilities.
• Consulting/advisory abilities to assess needs and propose solutions.
• Experience in insurance or financial services advisory.
• FCA/regulatory awareness or willingness to learn.

Responsibilities

• Manage a portfolio of clients, ensuring insurance and risk needs are understood and serviced.
• Handle renewals, mid-term adjustments and client queries.
• Prepare and present tailored insurance solutions.
• Build relationships and maintain high client satisfaction.
• Collaborate with internal teams and insurers to secure terms.
• Identify cross-selling and up-selling opportunities and support business development.

Skills

Client relationship

Communication

Sales & BD

Consulting/advisory

Insurance & risk

Regulatory knowledge

Organisational skills

CRM & admin

Presentation skills

Job description

Partners&. offers a Client Executive role in South Molton with hybrid working. The successful candidate will manage a portfolio of client insurance and risk management needs, renewals, mid-term changes, and queries, delivering tailored solutions.

The role emphasizes building strong client relationships, maintaining high satisfaction, and collaborating with insurers to secure competitive terms, while contributing to business development and compliance standards.