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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)



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

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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