- 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 updates (Informally every year. Formally whenever re-broking takes place or every 3 years)
- Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
- Signing off Broking presentations
Person Specification
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
Verlingue is a family-owned business that believes in supporting and developing a passionate team of people to deliver the best service to our clients. We are a values driven business and this underpins how we conduct ourselves towards both our clients and colleagues. We have a comprehensive package of financial and non-financial benefits to suit your lifestyle: Competitive Salary Bonus Scheme Hybrid Working 6% employer pension contribution annual leave increasing to 27 days’ in line with tenure Flexible Benefits platform including a buy and sell holiday scheme Medical Cash Plan Death in Service Private Medical Insurance, high street discounts, discounted insurance premiums, 24/7 Employee Assistance Programme – counselling service, fruit & breakfast provided weekly, social activities, wellbeing activities and support, professional qualification support
Verlingue is an independent family owned insurance broker with 6 offices in the UK and a headcount of over 200. When joining Verlingue you will see how we live our values of Exceptional, Proud and Inclusive on a day to day basis and will be part of a business that embraces change, supports its people and encourages professional development. We also actively seek applications from Career Returners.
up to £50,000
Hours
35
- cash plan
- life assurance (4x basic salary)
- income protection
- private medical insurance (when eligible)
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