Client Service Executive

TN United Kingdom; Birmingham; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking company as a Client Service Executive in the GB Retail business. This role offers an exciting opportunity to provide exceptional service to a diverse portfolio of clients across various sectors. With a hybrid work style, you will enjoy the flexibility of working from home while engaging with clients to understand their unique needs and deliver tailored solutions. If you are passionate about client service and have a strong background in insurance, this position is perfect for you. Embrace the challenge and be part of a dynamic team that values your expertise and commitment.

Qualifications

• Candidates should have a broad knowledge of insurance products and markets.
• Willingness to pursue Dip CII is essential.

Responsibilities

• Provide outstanding client service to a portfolio of clients.
• Build strong relationships with clients and understand their needs.
• Communicate effectively with clients and colleagues.

Skills

Client Service

Communication Skills

Insurance Knowledge

Relationship Management

Education

Dip CII

Job description

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Join Our GB Retail Business as a Client Service Executive

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 pursue it.

We 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 global reach, offering diverse challenges and opportunities, including relationship management and development.

Specific Duties

Client Relationship Management

• Understand clients’ business and risk management needs; provide solutions through ongoing service.
• Identify primary budget holders and decision-makers; establish and maintain relationships.
• Determine appropriate solutions, structure, pricing, and placement strategies to meet client needs profitably.
• Understand and explain policies and procedures as needed.
• Provide technical, industry, and subject matter expertise.
• Leverage expertise within technical teams within the business and across the Group.
• Build strong relationships with clients.

Placement Management

• Optimize revenue from new and existing clients using appropriate placement channels.
• Maintain relationships with market contacts and the Broking Team.

Operational & Service Delivery

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