Insurance Client Director

We have a brand-new opportunity for an experienced and well connected Client Director to join our thriving, fun and successful North East office, situated in Gosforth, Newcastle.

Our Client Directors are responsible for the strategic growth and development of various lines of Commercial insurance, whilst ensuring full FCA compliance.

Working with a dynamic and energetic team, the overall purpose of this Senior role will be to generate and grow additional revenue for the business and ensure a high-quality service is provided to all clients in accordance with their needs and requirements.

• Attending client visits, networking events and making initial contact
• Completing identification of needs with prospective clients
• Negotiation and presentation to insurers in order to secure most appropriate cover for the client
• Presentation of recommendations and cover to the client
• Closing the sale and ensuring cover is on risk
• Securing cross selling business and referrals
• Monitoring own sales performance in line with targets and effectively manage the client portfolio
• Ensuring all business activity fully complies with FCA regulation and company procedures
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
• Achieve and maintain a high level of customer service and always promote exceptional customer care standards
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Liaising with Account Handlers when appropriate
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers

To be successful in the role, you must have the following skills

• Previous experience in an Account Executive or Client Director role within a broker environment, looking after a variety of Commercial Clients.
• New Business skills and a strong client reputation
• Working knowledge of a variety of insurance products
• Experience of working to high standards of FCA compliance
• I.T. skills including use of an insurance IT system, ideally Acturis
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness

• A dynamic team environment
• Autonomy to showcase your skills
• Competitive salary commensurate with level of experience
• Laptop and mobile phone
• Hybrid working pattern – office and remote.
• Company Pension scheme
• 27 days holiday entitlement, including birthday day off