- Location
- Bolton
- Type
- Full-time
- Department
- Sales
- Closing date
- Today
- Source
- Vincere
Description
Job Title: Account Executive / Client Director
Salary: Negotiable
Location: Northwest
PURPOSE OF ROLE
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
If you have the relevant experience or know someone that does, please contact me now on 07393 536 954 or email us at [email protected]
Skills
Compliance
