Corporate Client Account Director

The Role

The role will consist of managing a portfolio of clients whilst new business development will be a key contributor towards the departments growth plans.

Key Responsibilities

General responsibilities

• Client Relationship management – overall responsibility for client and service / broking team coordination
• Strategic and directional planning for management of client liaising with Account Chairman as applicable
• Facilitating and overseeing introductions along with ongoing management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
• Client visits
• Ensuring delivery of Client Service Plan
• Ensuring appropriate resources are in place to deliver agreed services
• Agreeing appropriate remuneration with client
• Client entertainment participation and oversight
• Credit control
• Ensuring clients are fully aware of policy coverage / conditions / limitations

New business

• Creating client record on Acturis
• Establishment of client demands, needs, cover requirements and programme design
• Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
• Liaising with Broker on broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Renewal business

• Establishment any changes to client demands, needs, cover requirements and programme design
• Fact Find and underwriting information updates (Informally every year. Formally whenever re-broking takes place or every 3 years)
• Renewal strategy
• Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Person Specification

• Minimum of 10 years in the insurance industry preferably with Corporate Client Service experience
• Extensive working knowledge of General Commercial Lines business and the Broking market
• Demonstrable drive, self-motivation and determination to achieve results
• Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
• Strong influencing, negotiation and leadership skills
• Team player
• Customer obsessed
• Minimum Dip CII
• Target book size of £350,000
• Acturis experience is preferred

For extra information please contact:-

London: 0203 411 8430

Email: admin@lawesgroup.co.uk