Client Executive
Exciting opportunity with a family-owned firm across East and North Yorkshire
We are currently seeking a dynamic Client Executive to join a well-established, family-owned insurance brokerage with locations across East and North Yorkshire. This is an excellent chance to take the next step in your career with a supportive, close-knit team in a growing business.
About the Role:
As a Client Executive, you will be responsible for managing and expanding a diverse portfolio of clients. Your key responsibilities will include:
- Building and maintaining strong relationships with both new and existing clients
- Providing expert advice and exceptional service to meet clients’ insurance needs
- Negotiating with insurers to design tailored insurance programmes
- Identifying and developing new business opportunities
- Collaborating with internal teams to contribute to broader company objectives
To be successful in this role, you’ll bring:
- A minimum of 2 years'' experience in a similar role within the insurance industry
- A proactive approach to growing your client portfolio
- Strong communication and interpersonal skills
- A collaborative mindset with the ability to work effectively across teams
- Goal-oriented with the ability to set and achieve performance targets
- Proven experience in identifying and securing new business
- Solid negotiation skills and a deep understanding of the insurance market
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