Client Executive

Stride have partnered with a leading family-owned insurance brokerage that is growing from strength to strength promoting internally and expanding.

Day to day of the role: 

• Client Relationship management - you will have overall responsibility for your clients including service and liaison with the broking team
• Securing new clients and creating an active pipelineon Acturis
• Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
• Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate)
• Facilitating and overseeing introductions along with on-going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
• Creating and delivering Client Service Plan
• Ensuring appropriate resources are in place to deliver agreed services
• Agreeing appropriate remuneration with client
• Client entertainment participation and oversight
• Ensuring clients are fully aware of policy coverage / conditions / limitations
• Developing the renewal strategy for each of your clients

Required skills and experience: 

• Cert CII
• Considerable experience in the corporate insurance industry 
• Extensive working knowledge of General Commercial Lines business and the Broking market
• Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered
• Demonstrable drive, self-motivation and determination to achieve results
• Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
• Strong influencing, negotiation and leadership skills
• Team player
• Customer focussed
• Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)

Job Benefits:

• Hybrid working
• Competitive salary - depending on experience
• Car allowance
• 25 days holiday
• 6% employer contribution pension scheme
• Buy & sell holiday scheme
• Life assurance (4x basic salary)
• Income protection
• Private medical insurance (when eligible)
• Hybrid working
• Discounted insurance

Please contact me for more information 07795692370 or paul.singh@strideresource.com