Client Executive
Core
Trusted point of contact for a portfolio of clients, building relationships and solving problems to retain clients and uncover growth opportunities.
Role type
Client Executive (Account Management)
Builds
Client relationships and solutions for insurers and internal specialists
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
client relationship building, account management, problem solving, proactive communication, claims support, retention strategies
Preferred skills
insurance or financial services experience, Tier 1 Insurance Broking qualifications
Responsibilities
Build trusted long-term relationships with clients and underwriters; own client enquiries from initial conversation through to resolution; understand client needs and proactively deliver solutions; partner with insurers and internal teams; support clients through complex claims-related matters; strengthen existing relationships through proactive account management; identify opportunities for retention, growth and new business; deliver high standards of client service while maintaining compliance requirements