Client Executive

Description

Department: Corporate Sales

Reporting to: Sales Director - South

Main purpose of job: To service a number of existing to meet our clients’ demands and needs as well as building your own portfolio through driving new business.

Company Vision: To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview: Verlingue have established Client Services teams in Surrey. This role will be based in the South in either Staines, Redhill or London, which is currently made up of 12 other Corporate Client Directors  / Account Executives. The volume of business is rising rapidly and career opportunities within the South team and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

 

Key Accountabilies:

General responsibilities:

• Client Relationship management – you will have overall responsibility for your clients including service and broking co-ordination
• Finding and winning new clients
• 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)
• Client visits
• 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
• Credit control
• Ensuring clients are fully aware of policy coverage / conditions / limitations

New Business:

• Creating an active pipeline and recording on Acturis
• Establishment of client demands, needs, cover requirements and programme design
• Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
• Liaising with Broker on broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Renewal Business:

• Developing the renewal strategy for each of your clients
• Establishment any changes to client demands, needs, cover requirements and programme design
• Fact Find and underwriting information updates (Informally every year. Formally whenever re-broking takes place or every 3 years)
• Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

 

Person Specification:

	Essential	Desirble
Qualifications
Cert CII	Yes
Dip CII		Yes
Skills, Knowledge & Attributes
Considerable experience in the corporate insurance industry	Yes
Extensive working knowledge of General Commercial Lines business and the Broking market	Yes
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	Yes
Demonstrable drive, self-motivation and determination to achieve results	Yes
Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus	Yes
Strong influencing, negotiation and leadership skills	Yes
Team player	Yes
Customer obsessed	Yes
Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue	Yes
Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)	Yes
Strong working knowledge of the Acturis system		Yes