Client Exec Travel & Schools - Corporate & Commercial

Posted: 01/05/24
Recruiter:Howden Insurance Brokers Ltd
Reference:2754143153
Type:Permanent
Industry: Security
Salary:Competitive
Location:Cheltenham, Gloucestershire
Description:

From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

Endsleigh are on the hunt for a Client Executive to support their team. You will meet and exceed performance targets as set by the Service and Retention Manager (Travel & Schools) for the effective management of existing travel and independent schools' partners. You will ensure our partners distribute insurance in a compliant, customer-centric way and you will deliver quality leads to other parts of Endsleigh.

Please note this is a full-time, permanent opportunity. You will be based in our Cheltenham office and ideally be onsite for 3 days per week on average.

Overview:

  • Responsible for managing, developing and renewing a portfolio of small to medium sized accounts with our existing partners to support increased growth and income.
  • Establish suitable distribution method to effectively negotiate renewal rates and terms, compiling adequate data to compose a professional renewal presentation.
  • Ensure ongoing contact with our existing partners to maintain strong relationships.
  • Carefully monitor performance of our partners to ensure agreed forecasts are met.
  • Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
  • Use initiative to identify opportunities for leads to other areas of the business as part of the Beyond Broking project - Provide introductions and support cross-sell process to increase the amount of business we receive from our partners.
  • Track and maintain annual monitoring checks for all partners, both Exempt and AR.

Knowledge:

  • Working knowledge of all the main classes of general insurance and the CII's Code of Ethics and GDPR.

  • Must have a minimum of 2 years' experience working in the insurance industry.

  • Responsibility for own personal development and for keeping own knowledge up to date by the use of e-learning, in-house courses, and studying for professional qualifications in order to gain any required CPD points.

Skills:

  • Excellent communication, presentation and negotiation skills.
  • Ability to understand people and build rapport, adapt styles of communication accordingly.
  • Ability to exceed individual targets and deadlines as defined by the business plan.
  • Multi-tasking and organisational skills with attention to detail, quick assessment and effective workload prioritisation.
  • The ability to manage own diary, working to tight deadlines with accuracy of work.

Qualifications:

  • GCSE Maths and English (or equivalent).
  • Cert CII (desirable for this role).

Our Culture: People First

We've travelled far since opening our first office in 1994. Back then we were local experts - based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in:

An employee-ownership model Aligned external investors The trust and integrity born of friendship Expertise Independence

Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention.

Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better - and that's better for everyone.

Diversity & Inclusion

At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

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