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- Portfolio Management: Successfully lead and manage a portfolio of existing client accounts in collaboration with Client Executives.
- New Business Development: Work closely with the Finance and Commercial Director to engage in new business activities and achieve targets aligned with the business plan.
- Client Engagement: Conduct face-to-face meetings with both existing clients and new prospects to:
- Develop a strong understanding of clients’ businesses, their risk attitudes, and approaches to insurance and risk management.
- Identify client needs and demands, including gaps in cover and cross-sell/upsell opportunities.
- Relationship Building: Build and maintain excellent working relationships with clients, colleagues, insurers, and partners, contributing to the overall business strategy and vision.
- Quality Assurance: Support the Operations Manager in maintaining service quality and pursuing continuous improvement.
- Mentorship: Act as a role model and technical referral point, sharing knowledge and experience with the Client Servicing team.
- Networking: Establish a respected presence in the industry through participation in relevant networking organisations.
- Commercial Insurance Experience within a new business or an account handling capacity
- Strong client advocate focused on achieving excellent client outcomes.
- Effective influencer and negotiator, maintaining excellent working relationships at all levels.
- Problem solver with a resourceful, collaborative, and analytical mindset.
- Excellent communicator with strong presentation and report writing skills, and meticulous attention to detail.
- Minimum qualification: Cert CII (preferably higher).
- Competent user of Microsoft Office Suite (Word, Excel, PowerPoint) and experienced with Acturis (preferable).
- Competitive pay and bonuses
- Pension and life assurance
- Up to 25 days holiday (plus bank holidays)
- Days off for volunteering
- Financial support for professional qualifications
- Wellbeing and work-life balance initiatives, including breakfast, a cycle-to-work scheme, flu vaccinations, and flexible working arrangements
- Reward schemes for outstanding contributions
- Regular social events
- Customer Focused: We are dedicated to delivering exceptional customer outcomes through improvement, commitment, value creation, and attention to detail.
- Investing in People: We strive to be a ‘Great Place to Work’ where everyone feels valued, inspired, and supported in their development.
- Community Impact: We aim to positively impact our communities, including staff, clients, suppliers, and the locations in which we operate.
