Client Executive - New Business
HybridCheltenham, England, United Kingdom or Home, Washington, United States
Job Summary
Prospect and secure new clients of all sizes through phone, video, and face-to-face engagements, focusing on schools and commercial sectors. Deliver bespoke insurance solutions by modeling effective protection and identifying cross-sell opportunities with Service and Renewal teams. Generate new business at key conferences, provide accurate sales forecasts via CRM, and manage relationships with key partners to exceed targets. This full-time, permanent role is based in the Cheltenham office or hybrid, requiring fortnightly on-site presence, occasional travel, and overnight stays. Howden, a global insurance group with employee ownership, supports this team through product training and full financial backing for Chartered Insurance Institute exams.
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
- Customer focused approach
- Exceptional communication and interpersonal skills
- Able to work independently and use initiative and to work as part of a high performing sales team
- Able to work flexibly to achieve tight deadlines/targets with good organisation skills
- The ability to manage your own diary and workload effectively and work to tight deadlines with accuracy
- Ability to understand people and build rapport and adapt styles of communication
- Attention to detail and willingness to learn
- Calm and resilient under pressure
- Must be available for weekend shifts
- Must be able to lift 50 lbs
- Must be able to effectively lead and coach others
- Strong attention to detail
- Helping customers gives you energy
- Get charged up by interacting with others
- Must be available for weekend shifts
- You believe that food is central to our lives
- Passionate about excellence
- If you have a smile to share, we'd love to have you
- We want amazing humans
Desired Qualifications
- Cert CII (desirable)
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential
- Cert CII (desirable)
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential
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