Account Executive / Client Director

Description:

To develop and build a personal portfolio of insurance clients whilst working to overall financial targets and driving sales and business development within your team.

RESPONSIBILITIES
✅Establish and build firm relationships with clients, maintain current relationships and be a trusted advisor to senior stakeholders
✅Help clients to understand the risks they face and build a greater resilience into their business
✅Think strategically about client base and cross sell to the wider trading teams
✅Ability to use technical knowledge to shape discussions with clients and provide guidance to the team

DAY-TO-DAY
✅Meeting with clients across the Northwest area
✅Handling client queries and providing timely, professional advice
✅Preparing and presenting renewal terms and recommendations
✅Providing accurate sales forecasts to the regional sales director

EXPERIENCE
✅ background in managing commercial clients within a professional services environment
✅Track record of business development and client retention
Experience of working with a broad range of industry sectors
✅Understanding of compliance, governance, and industry regulations

SKILLS
✅CII and working towards further qualifications
✅Solid industry knowledge
✅Demonstrate the ability to provide a responsive first- class service to clients
✅Strong business acumen and the ability to understand complex products
✅Self motivated and target- orientated with a drive for results
✅Flexibility to adapt in changing market conditions and the ability to handle rejection and overcome objections and persist in opportunities
✅Working knowledge of FCA compliance rules