Client Director

Verlingue -
Redhill

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Job details

Full-time
Up to £80,000 a year

Qualifications

Underwriting
Leadership
Communication skills
Certificate in Insurance
Negotiation

Full job description

Job Advert

Job title

Client Director

Department

Corporate Sales

Location

Surrey – Redhill / Staines

Reporting to

Sales Director – South

Main purpose of job

To service a portfolio of existing clients, ensuring you meet their 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

Verlingue have established Client Services teams in both Redhill & Staines. This role will be based in our Southern team, which is currently made up of 11 other Corporate Client Directors / Client Executives. The volume of business is rising rapidly and career opportunities within the Southern offices and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

Verlingue Values

Exceptional

Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.

Proud

We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.

Inclusive

We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

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
Strategic and directional planning for management of your clients including liaising with the Account Chairman (where appropriate)
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
Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
Signing off Broking presentations

Person Specification

Essential

Desirable

Qualifications

Cert CII

Dip CII

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 Verlingue

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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