Client Director

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

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 of 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

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

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