Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
HC
Hybrid New Business Client Executive – Corporate, Commercial
Posted 2 months ago
About the role
- Client Executive managing new business opportunities for the insurance sector. Collaborating with clients and providing tailored insurance solutions while exceeding sales targets in a fast-paced environment.
Responsibilities
- Responsible for prospecting and securing new clients of all sizes (dependent on experience)
- Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face
- Attending relevant key conferences to generate new opportunities
- Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems
- Supporting the wider team with managing relationships with key partners
- Working with Service and Renewal teams to deliver an exceptional new business customer experience
- Provide insurance to clients and model effective protection through the provision of appropriate insurance products
Requirements
- Good understanding of general and legal principles of insurance
- A minimum of 2 years’ experience working in the insurance industry in an insurance broking or an insurance sales role
- Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential.
- GCSE Maths and English (or equivalent) Cert CII (desirable)
Benefits
- A career that you define.
- Reasonable adjustments for your needs.
- Full financial support for the Chartered Insurance Institute exams.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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