Commercial Client Account Director

Job Title: Commercial Client Account Director – North
Location: Manchester
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
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
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