Client Director

 

Role Profile

 

Job title Client Director

Department Corporate Sales

Location Surrey – Redhill / Staines

Reporting to Sales Director – South

Main purpose of job

To service a portfolio of existing clients, ensuring you meet their 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 both Redhill & Staines. This role will be based in our Southern team, which is currently made up of 11 other Corporate Client Directors / Client Executives. The volume of business is rising rapidly and career opportunities within the Southern offices and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Verlingue Values

Exceptional Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time. Proud We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships. Inclusive We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

 

Key Accountabilities

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 • Liaison with Broker / AH on any re-broking strategy to be

employed and contributing as necessary • Signing off Broking presentations

 

Person Specification

Essential Desirable

Qualifications

• Cert CII ✓

• Dip CII ✓

Skills, Knowledge & Attributes

• Considerable experience in the corporate insurance industry

✓

• Extensive working knowledge of General Commercial Lines business and the Broking market

✓

• 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

✓

• Demonstrable drive, self-motivation and determination to achieve results

✓

• Outstanding communication and interpersonal skills combined with a proven

✓

 

 

track record of relationship management and customer focus

• Strong influencing, negotiation and leadership skills

✓

• Team player ✓

• Customer obsessed ✓

• Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue

✓

• Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)

✓

• Strong working knowledge of the Acturis system

✓