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Client Director

Job description

Idex are partnered with a local Insurance Broker who are looking for a Client Director to join their team.
The purpose of this role is to support the Brokers strategic growth and development, helping to deliver revenue growth, new business, profitability, long-tern client retention, and a desire to contribute to our overall client experience.

As a key client facing representative of the business, your ultimate responsibility is arranging and securing appropriate cover for new and existing clients, taking a proactive role in building your own client portfolio. You will contribute to the continued growth of the business by actively unearthing new business opportunities through networking and building long term partnerships.

Additionally, this role has responsibility for being hands-on with leading, developing and motivating our existing Development Executives and Account Executives as direct reports, to achieve high performance targets, role modelling best practice in building and maintaining effective relationships, quality service provision and pipeline development of new business opportunities.

  • Deliver sales and growth with a focus on new business and retention targets by:
  • Developing prospect pipelines
  • Planning and managing marketing activities
  • Encouraging growth on existing client portfolios
  • Have a growth mindset coupled with an ability to develop your own pipeline and network of clients through strategic and consultative long-term relationship building.
  • Attend client meetings to identify their needs and present recommendations of cover, maximising opportunities.
  • Forward upselling and cross-selling opportunities to colleagues where colleagues can provide in depth specialist advice, supporting the evolution and innovation of our client positions.
  • Regularly review and understand existing client needs and recognise areas of under insurance / gaps in cover and offer solutions in these areas.
  • Utilise the company's in-house claims service in the development of new and existing business.
  • Achieve and maintain a high level of customer service whilst always promoting exceptional customer care standards, putting customer interests at the centre of all activities delivering on TCF expectations through the provision of an end-to-end sales and service experience.
  • Develop and maintain professional working relationships with all clients and internal colleagues, ensuring expert advice is given in all areas of the business.
  • Undertake opportunities to promote our extensive portfolio, collaborating with colleagues across the wider group in order to forge strong relationships within the business to meet defined targets.
  • Handle any complaints in accordance with regulations, the company's conduct policy, guide to best practice and the FCA, resolving professionally, effectively, and quickly.
  • Lead, motivate and develop existing branch Account Executives and Development Executives to create a positive environment which leads to a high performing team.
  • Role model best practice in building and maintaining effective relationships, quality service provision and pipeline development of new business opportunities, and knowledge sharing to assist in the development with existing branch Account Executives and Development Executives.
  • Lead your branch by example in the development and maintenance of your own book of clients, adhering to the necessary internal process/strategy.
  • Develop and manage relationships with internal and external business partners, specifically regional insurer office personnel and the Group Resources Team.
  • Update and populate internal databases with accurate and timely information to provide transparency of activity and demonstrate progress with prospects, retention, placement, strategy, and HR processes.

Offering a competitive salary and benefits package, as well as opportunities for growth and advancement within the company.

Want to know more give me a call or send your CV over to Alexandra Callinan at Idex.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.