New Business Client Executive

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i2i Recruitment
ScreenedFull TimeJust posted
Cheltenham
£35000/annum
Posted 1 day ago
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About the role

What’s in it for you? * Opportunity to join a fast-paced and growing new business team * Flexible working with a mix of home and office-based collaboration * Exposure to face-to-face client meetings and industry events * Full training provided, including support towards professional qualifications * Strong team culture with collaboration and shared success * Opportunity to build a long-term career within a leading commercial environment Must have’s * Minimum of 2 years’ experience within the insurance industry * Experience in a sales or new business-focused role * Strong understanding of insurance principles and regulatory frameworks * Excellent communication and interpersonal skills * Ability to build rapport and develop long-lasting client relationships * Self-motivated with the ability to manage your own diary and workload * Strong organisational skills with the ability to meet targets and deadlines * Resilient, proactive and customer-focused approach Nice to have’s * Experience within education insurance or working with schools * Background in insurance broking or insurer environments * Experience using CRM systems and pipeline reporting tools * Exposure to conference attendance or networking events So, what will you be doing? * Prospecting and securing new clients across a range of organisations * Building and managing your own pipeline using CRM systems * Engaging with clients via phone, video and face-to-face meetings * Recommending tailored insurance solutions to meet client needs * Attending conferences and events to generate new opportunities * Providing accurate sales forecasts and pipeline updates * Collaborating with service and renewal teams to deliver a seamless client experience * Supporting relationship management with key partners * Identifying cross-sell opportunities across the wider business

About this listing

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