Remote Client Director: Growth & Portfolio Leadership

Everywhen; United Kingdom; Remote; GBP 90,000 - 120,000; Full time

Job summary

Everywhen is seeking a talented Client Director to manage, retain and develop a portfolio of clients through face-to-face sales and account management. You will support the manager and contribute to team growth while driving strategic opportunities across General Insurance and International networks.

You will lead on pricing guidance, negotiate terms with providers and respond to tenders, while building a high-performing, client-focused team.

Qualifications

• Must have CII GR1 and IF7 and at least Pension Management Institute Diploma.
• Hold a full, clean driving licence.
• Advanced understanding of employee benefits and their operation.
• Expert in a broking or advisory environment.
• Highly experienced in managing and maintaining a portfolio of clients.
• Advanced presentation, verbal and written communication skills.
• Well organised and able to respond well under pressure and meeting deadlines.

Responsibilities

• Manage a diverse client portfolio, delivering multiple services with expertise in technology and pensions.
• Responsible for a large client revenue, managing relationships across General Insurance and International (WBN) networks.
• Drive growth within the existing client portfolio.
• Collaborate with internal departments to deliver tailored solutions for both people and business risks.
• Take ownership or be involved with prospective field-based clients to expand opportunities.
• Provide guidance on pricing methodology using industry expertise.
• Negotiate with providers on behalf of clients to secure terms aligned with their objectives.
• Respond to complex tender proposals with well-structured solutions.
• Develop and execute strategies to grow the new business pipeline.
• Support management in training and developing colleagues.
• Act as a key problem-solving resource, handling challenges and complexities within the team.

Skills

Advanced presentation

Verbal communication

Written communication

Portfolio management

Negotiation

Education

CII GR1

IF7

Pension Management Institute Diploma

Job description

Everywhen is seeking a talented Client Director to manage, retain and develop a portfolio of clients through face-to-face sales and account management. You will support the manager and contribute to team growth while driving strategic opportunities across General Insurance and International networks.

You will lead on pricing guidance, negotiate terms with providers and respond to tenders, while building a high-performing, client-focused team.