
New Business Client Executive – Corporate, Commercial
Howden, A Chart Industries Company
full-time
Posted on:
Location Type: Hybrid
Location: Cheltenham • United Kingdom
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About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance productssales forecastingpipeline reportingCRM systemsinsurance brokinginsurance salesclient solutions
Soft Skills
communicationrelationship managementprospectingteam collaborationclient engagement
Certifications
GCSE MathsGCSE EnglishCert CII