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Client Executive

Client Executive

in Insurance Permanent
  • Ipswich
  • V/11178
  • £40,000 - £40,000
  • Share this job

Job Description

Time Appointments are working on behalf of a well-stablished Insurance company based in Ipswich who are looking for a proactive, well-organised and enthusiastic Client Executive to join their growing team!

 

Key Responsibilities:

  • Responsibility for dealing with a portfolio of existing clients either in association with a Relationship Manager or directly.
  • Prepare pre-renewal and renewal reports, including any other associated customer-facing documentation for Relationship Managers as required.
  • Maintain a professional working relationship with insurers, clients, colleagues, trade associations and suppliers.
  • Responsibility for keeping the Relationship Manager informed of any relevant client or insurer communication.
  • Co-ordinate the gathering and updating of policy risk information and claims data.
  • Carry out pre-renewal work and renewal broking exercises to ensure that clients’ demands, and needs are satisfied.
  • Finalise renewal negotiations with clients and insurers.
  • Process mid-term adjustments including instructing insurers, confirming instructions to clients, and updating internal records.
  • Checking insurer documentation to ensure that it reflects the client’s instructions.
  • Credit control and debt management responsibility.
  • Where applicable, checking Pound Gates agency records to ensure that the agreed arrangements are observed and adhered to, including clarifying, and retrieving any information required by the Securities Committee.
  • When needed provide support for new business opportunities, including supporting Relationship Managers.

 

Skills & Experience Required:

  • Commercial broking experience/background.
  • Competent user of Acturis (preferable but not essential).
  • Strong and determined negotiation skills to ensure that clients receive competitive terms and coverage from insurers.
  • Excellent communication skills.
  • Excellent literacy and numerical reasoning skills to enable the creation of accurate client reports and delivery of accurate data to insurers.
  • Ability to work on own initiative and as part of a team, including the management of own workload to ensure that clients expectations are exceeded.
  • Experience of writing comprehensive technical client reports using up to date IT packages.
  • Accurate record keeping and strong attention to detail.
  • A strong knowledge of the general commercial classes of insurance.
  • Cert CII qualified (or progression towards)

 

(V/11178)

Required skills

Time Appointments situated at 6-8 Museum Street, Ipswich, is recognised as a market leading recruitment consultancy in the East of England. Providing quality recruitment solutions to; Suffolk, Essex, Norfolk, Cambridgeshire, and London.

Successfully placing outstanding candidates into permanent Insurance, Sales, Office, Finance, Shipping & Logistics, Legal and IT roles since 2006. Time also offers Temporary and Contract opportunities.

Get in touch

Time Appointments
2nd Floor
6-8 Museum Street
Ipswich, Suffolk
IP1 1HT

Join our team today
We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

    Please upload a CV which is under 2MB and either a PDF or Word doc.

    Join our team today
    We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

      Please upload a CV which is under 2MB and either a PDF or Word doc.

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