Client Executive - Education

 Do you have a passion for sales and already have some Insurance experience?  If so, you could join a market leading New Business Education team as a Client Executive. 

 Overview:

• This is a full-time, permanent opportunity to join a fast-paced sales team
• The role can either be based in their Cheltenham Office or can be home based with a need to be in the Cheltenham office once every fortnight to work alongside other team players
• You will love meeting customers face to face as well as collaborating in our Cheltenham office so some travel and overnight stays might be needed
• Responsible for prospecting and securing new clients of all sizes
• Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face
• Attending relevant key conferences to generate new opportunities
• Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
• Supporting the wider team with managing relationships with key partners
• Working with Service and Renewal teams to deliver an exceptional new business customer experience
• Provide insurance to clients and model effective protection through the provision of appropriate insurance products
• Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process

 Knowledge:

• Good understanding of general and legal principles of insurance
• Understands the relevant regulatory and legal frameworks
• A minimum of 2 years' experience working in the insurance industry in an Insurance broking or an Insurance sales role
• Good understanding of sales techniques and processes for selling to customers
• Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment - desirable, but not essential

 Skills:

• Customer focused approach
• Exceptional communication and interpersonal skills
• Able to work independently and use initiative and to work as part of a high performing sales team
• Able to work flexibly to achieve tight deadlines/targets with good organisation skills
• The ability to manage your own diary and workload effectively and work to tight deadlines with accuracy
• Ability to understand people and build rapport and adapt styles of communication
• Attention to detail and willingness to learn
• Calm and resilient under pressure

 The Reward:

• Competitive salary (depending on experience)
• Attractive bonus structure
• Company Pension
• Being part of an employee owned business
• Extensive benefits package