Client Executive - New Business - Commercial & Schemes
HybridCheltenham, England, United Kingdom or Home, Washington, United States
Cheltenham, England, United Kingdom or Home, Washington, United StatesHybridFull TimeEnterprise
Full TimeEnterprise
Job Summary
Prospect and secure new clients of all sizes, including schools, through phone, video, and face-to-face engagements. Provide bespoke insurance solutions and model effective protection by identifying cross-sell opportunities with Service and Renewal teams. Deliver accurate sales forecasts using pipeline reporting and CRM systems while attending key conferences to generate new business opportunities. Manage relationships with key partners and work to targets within a hybrid schedule based in Cheltenham, with occasional travel and overnight stays.
Required Qualifications
- Good understanding of general and legal principles of insurance
- Understands the relevant regulatory and legal frameworks
- A minimum of 2 years' experience working in the insurance industry in an insurance broking or an insurance sales role
- Good understanding of sales techniques and processes for selling to customers
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment
- GCSE Maths and English (or equivalent)
- Cert CII (desirable)
Desired Qualifications
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential
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