New Business Client Executive - Corporate & Commercial
i2i Recruitment Consultancy
Overview:
This is a full-time, permanent opportunity to join a fast-paced sales team
The role can either be based in our Cheltenham Office or can be home based with a need to be in our Cheltenham office once every fortnight to work alongside other team players
We love meeting our customers face to face as well as collaborating in our Cheltenham office so some travel and overnight stays might be needed
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
Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process
Knowledge:
Good understanding of general and legal principles of insurance
Understands the relevant regulatory and legal frameworks
A minimum of 2 years’ experience working in the insurance industry in an insurance broking or an insurance sales role
Good understanding of sales techniques and processes for selling to customers
Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment – desirable, but not essential
Skills:
Customer focused approach
Exceptional communication and interpersonal skills
Able to work independently and use initiative and to work as part of a high performing sales team
Able to work flexibly to achieve tight deadlines/targets with good organisation skills
The ability to manage your own diary and workload effectively and work to tight deadlines with accuracy
Ability to understand people and build rapport and adapt styles of communication