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To develop and build a personal portfolio of insurance clients whilst working to overall financial targets and driving sales and business development within your team.
Job Responsibility:
Develop and build a personal portfolio of insurance clients
Establish and build firm relationships with clients
Maintain current relationships and be a trusted advisor to senior stakeholders
Help clients understand the risks they face and build greater resilience into their business
Think strategically about client base and cross sell to wider trading teams
Use technical knowledge to shape discussions with clients
Provide guidance to the team
Meeting with clients across the Northwest area
Handling client queries and providing timely professional advice
Preparing and presenting renewal terms and recommendations
Providing accurate sales forecasts to the regional sales director
Requirements:
Background in managing commercial clients within a professional services environment
Track record of business development and client retention
Experience of working with a broad range of industry sectors
Understanding of compliance, governance, and industry regulations