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Senior Client Executive
Job Posted: 5 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Cheltenham, Gloucestershire
Expire in: 23 days
Job Description
What's In It For You?
Competitive Salary PLUS Car Allowance | Up to 10% pension contributions |Life assurance | 24/7 private medical hotline | 25 days holiday PLUS option to buy more | Discounts on gym, tech, travel & retail | Full training & CII exam funding | Flexible working
Must Have's:
* A minimum of 2 years’ experience in the insurance industry, ideally within broking or sales
* Experience working to targets and developing new business opportunities
* A good understanding of general and legal principles of insurance, and the relevant regulatory and legal frameworks
* Customer-focused approach with strong relationship-building skills
* Confident communication and interpersonal skills
* Ability to work independently, manage your own workload, and meet deadlines with accuracy
* Basic numeracy and literacy skills (GCSE Maths and English or equivalent)
Nice to Have's:
* Knowledge of Education Insurance from a broker or insurer environment
* Cert CII qualification or an interest in working towards it
* Experience using CRM systems and providing accurate sales forecasts
So, What Will You Be Doing?
* Prospecting, generating leads, and securing new clients of all sizes
* Speaking with clients over the phone, via video call, and face-to-face to provide tailored insurance solutions for schools
* Building strong relationships with key partners, insurers, and internal teams
* Attending conferences to identify and develop new business opportunities
* Working with service and renewal teams to deliver an exceptional new business customer experience
* Providing appropriate insurance products to protect clients and their assets
* Identifying cross-selling opportunities and supporting referrals to other areas
* Maintaining accurate records, updating CRM systems, and providing pipeline reports
* Managing your own diary effectively, balancing prospecting, client meetings, and administrative tasks
For IMMEDIATE consideration send your CV to Jade at i2i recruitment today!
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