Commercial Client Account Director

Job Title: Commercial Client Account Director – North

Location: Manchester  

Salary: £70,000 circa

Job Type: Permanent       

Main Purpose

To service a number of existing to meet our clients’ demands and needs as well as building your own portfolio through driving new business.

Company Vision

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview

This role will be based in our clients Manchester team, which is currently made up of four other Corporate Client Directors. The volume of business is rising rapidly and career opportunities within Manchester and in the wider group are excellent should individuals demonstrate the required skills and success in their role.

Key Accountabilities

General Responsibilities:

• Client Relationship management – you will have overall responsibility for your clients including service and broking co-ordination
• Finding and winning new clients
• Facilitating and overseeing introductions along with on-going management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
• Client visits
• Creating and delivering 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 an active pipeline and recording 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:

• Developing the renewal strategy for each of your clients

• 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)
• Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Person Specification

Qualifications                                                                                                                                         

• Cert CII, Essential                                                                                                                   
• Dip CII, Desirable                                                                                                                   

Skills, Knowledge & Attributes                                                                                                       

• Considerable experience in the corporate insurance industry       
• Extensive working knowledge of General Commercial Lines business and the Broking market
• Previous Client Executive experience within a Corporate broker would be an advantage, although candidates who can demonstrate when they have stepped up and displayed the required behaviours will be considered               
• 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                       
• Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Organisation
• Target book size of £250,000 made up of more smaller Corporate cases (sub £7,500 fee income)                
• Strong working knowledge of the Acturis system                              

For extra information please contact:-

Jon Hunt: 0203 411 8430

Email: admin@lawesgroup.co.uk