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New Business Client Executive

Job Posted: a month ago

Salary: £ 35,000 - 35,000 / Annum
Job Type: Permanent
Location: Cheltenham, Gloucestershire

Expire in: 5 hours

Job Description

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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring New Business Client Executive job near me in Cheltenham, Gloucestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!