Client Executive - Education
Do you have a passion for sales and already have some Insurance experience? If so, you could join a market leading New Business Education team as a Client Executive.
Overview:
* This is a full-time, permanent opportunity to join a fast-paced sales team
* The role can either be based in their Cheltenham Office or can be home based with a need to be in the Cheltenham office once every fortnight to work alongside other team players
* You will love meeting customers face to face as well as collaborating in our Cheltenham office so some travel and overnight stays might be needed
* Responsible for prospecting and securing new clients of all sizes
* Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face
* Attending relevant key conferences to generate new opportunities
* Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
* Supporting the wider team with managing relationships with key partners
* Working with Service and Renewal teams to deliver an exceptional new business customer experience
* Provide insurance to clients and model effective protection through the provision of appropriate insurance products
* Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process
Knowledge:
* Good understanding of general and legal principles of insurance
* Understands the relevant regulatory and legal frameworks
* A minimum of 2 years' experience working in the insurance industry in an Insurance broking or an Insurance sales role
* Good understanding of sales techniques and processes for selling to customers
* Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment - desirable, but not essential
Skills:
* Customer focused approach
* Exceptional communication and interpersonal skills
* Able to work independently and use initiative and to work as part of a high performing sales team
* Able to work flexibly to achieve tight deadlines/targets with good organisation skills
* The ability to manage your own diary and workload effectively and work to tight deadlines with accuracy
* Ability to understand people and build rapport and adapt styles of communication
* Attention to detail and willingness to learn
* Calm and resilient under pressure
The Reward:
* Competitive salary (depending on experience)
* Attractive bonus structure
* Company Pension
* Being part of an employee owned business
* Extensive benefits package
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