Insurance Client Executive: Growth & Partnerships

Specialist-Risk-Group; Witham; On-site; GBP 25,000 - 42,000; Full time

Benefits offered by this job

25 days holiday

Private medical cover

Life insurance

Income protection

Volunteer days

Job summary

Specialist Risk Group (SRG) is seeking a Client Executive to join the Protection & Detection Team. You will nurture an initial book, develop a growing portfolio of commercial insurance clients in the fire sector, and convert inbound enquiries while proactively pursuing outbound opportunities.

You will build long-term client relationships, cross-sell and upsell where appropriate, and contribute to the growth of SRG's insurance solutions.

Qualifications

• 1-2 years' experience within the insurance industry.
• General commercial insurance experience within roles such as Account Handler, Client Advisor, or Client Executive is advantageous.
• Genuine interest in developing a new business and sales-focused career.
• Strong communication and relationship-building skills.
• Confidence speaking with clients over the phone and face-to-face.
• Proactive and self-motivated approach.
• Understanding of FCA regulations and insurance principles.
• Good organisational skills with ability to manage multiple priorities.

Responsibilities

• Inheriting an initial book to develop a larger portfolio of commercial insurance clients in the fire sector.
• Handling inbound enquiries and converting opportunities into new business.
• Proactively generating and pursuing outbound sales opportunities, with an existing pipeline to build upon.
• Building strong client relationships and identifying opportunities for cross-selling and upselling.
• Developing your own book of business and working towards agreed income and growth targets.
• Providing advice and securing appropriate insurance solutions for clients.
• Working closely with internal colleagues to deliver excellent customer outcomes.
• Maintaining accurate records and ensuring all activity is in line with FCA requirements.
• Building specialist knowledge within the Protection & Detection insurance market.
• Supporting clients with queries and providing expert guidance where needed.
• Supporting nationwide in person events to generate new business.

Skills

Insurance sales

Client relationships

Communication skills

Proactive/self-motivated

Tools

Acturis

Job description

Specialist Risk Group (SRG) is seeking a Client Executive to join the Protection & Detection Team. You will nurture an initial book, develop a growing portfolio of commercial insurance clients in the fire sector, and convert inbound enquiries while proactively pursuing outbound opportunities.

You will build long-term client relationships, cross-sell and upsell where appropriate, and contribute to the growth of SRG's insurance solutions.