The Client Relations Executive is responsible for establishing relationships with prospective and existing clients, with the aim to ultimately generate new business sales income.
In this role, the Client Relations Executive will take the time to understand the needs of the customer so that the best insurance products, services and prices can be proposed.
Relationship Management: Establish, develop and maintain relationships with prospective and existing clients, internal colleagues and external providers.
Consultative Selling: Carry out customer analysis and deliver solutions that ultimately meet the objectives of both the client and the company
Strategic Management: Work as part of a management team to develop innovative practices and business development plans that continually improve results.
Representation: Promote and support the corporate visions, values and brand identity by acting as an ambassador of the company.
Skills & Experience
Consultative Selling: Ability to uncover needs, present solutions and address objections whilst dealing with prospective and existing clients. Ability to deliver results by converting leads into solid opportunities for Client Relations Managers. Ability to identify and develop sales opportunities.
Persuasive Communication: Excellent interpersonal, written and verbal communication skills to express ideas or facts, orally or in writing, in a clear and persuasive manner to convince others to own expressed point of view.
Planning and Organising: Exceptional time management skills, energetic and highly skilled ability to establish efficiently an appropriate course of action for self and/or others to accomplish a goal.
Innovation: Ability to generate ideas and solutions to problems, including new ways of working.
Information Technology: Experience using Microsoft applications, including Word, Excel, PowerPoint and Outlook.
Industry: Experience working within financial services or insurance industry. Ability to develop existing knowledge of insurance products and broking.
To succeed in this role you should be ambitious, professional and determined.