Client Executive managing new business opportunities for the insurance sector. Collaborating with clients and providing tailored insurance solutions while exceeding sales targets in a fast-paced environment.
Responsibilities
Responsible for prospecting and securing new clients of all sizes (dependent on experience)
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
Requirements
Good understanding of general and legal principles of insurance
A minimum of 2 years’ experience working in the insurance industry in an insurance broking or an insurance sales role
Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential.
GCSE Maths and English (or equivalent) Cert CII (desirable)
Benefits
A career that you define.
Reasonable adjustments for your needs.
Full financial support for the Chartered Insurance Institute exams.
Job title
New Business Client Executive – Corporate, Commercial
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