Department: Corporate Sales
Location: Surrey – Redhill / Staines
Salary: Up to £80,000
Benefits: Competitive salary, 25 days holiday, 6% employer contribution pension scheme, buy & sell holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP
Reporting to: Sales Director – South
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.
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
Cert CII
Dip CII - desirable
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 - desirable
REF-(Apply online only)