New Business Client Executive

What’s in it for you?

• Opportunity to join a fast-paced and growing new business team
• Flexible working with a mix of home and office-based collaboration
• Exposure to face-to-face client meetings and industry events
• Full training provided, including support towards professional qualifications
• Strong team culture with collaboration and shared success
• Opportunity to build a long-term career within a leading commercial environment

Must have’s

• Minimum of 2 years’ experience within the insurance industry
• Experience in a sales or new business-focused role
• Strong understanding of insurance principles and regulatory frameworks
• Excellent communication and interpersonal skills
• Ability to build rapport and develop long-lasting client relationships
• Self-motivated with the ability to manage your own diary and workload
• Strong organisational skills with the ability to meet targets and deadlines
• Resilient, proactive and customer-focused approach

Nice to have’s

• Experience within education insurance or working with schools
• Background in insurance broking or insurer environments
• Experience using CRM systems and pipeline reporting tools
• Exposure to conference attendance or networking events

So, what will you be doing?

• Prospecting and securing new clients across a range of organisations
• Building and managing your own pipeline using CRM systems
• Engaging with clients via phone, video and face-to-face meetings
• Recommending tailored insurance solutions to meet client needs
• Attending conferences and events to generate new opportunities
• Providing accurate sales forecasts and pipeline updates
• Collaborating with service and renewal teams to deliver a seamless client experience
• Supporting relationship management with key partners
• Identifying cross-sell opportunities across the wider business