Job Description

Charity and NFP Client Executive

Cheltenham/Remote Options

£30,000 - £40,000

The Company:

We are working with a Global Broker, who are actively recruiting for a new Charity Client Executive to join their ranks.

With a strong reputation for exceptional service and a diverse portfolio of clients, they are seeking a highly motivated and results-driven New Business Director to join the team.

This is an exciting opportunity to play a key role in driving new business growth, specifically focusing on Charities, Not-For-Profit Organisations and some general avenues of Commercial Insurance

The Role:

This role involves identifying and pursuing new business opportunities in the commercial & charity insurance market through methods like networking, cold calling, and referrals.

You'll build a strong pipeline of potential clients, conduct detailed needs assessments, and provide tailored insurance solutions.

Key responsibilities include delivering compelling presentations and proposals to prospects, collaborating with internal teams to develop custom insurance programs, and representing the company at industry events to expand professional networks and drive revenue growth.

Requirements:

Proven track record of success in new business development, preferably within the commercial insurance sector, charitable experience would be beneficial

Strong understanding of insurance products and the ability to effectively communicate their features, benefits, and terms to clients.
Excellent sales and negotiation skills with the ability to build relationships and close deals.
Self-motivated, target-oriented, and able to work independently with minimal supervision.
Exceptional communication and presentation skills, both written and verbal.
Strong organizational and time management abilities, with the capacity to prioritize tasks and meet deadlines.
A valid driver's license and willingness to travel extensively as required.
Any relevant industry certifications (e.g., CII, ACII) would be an advantage.

Job Synonyms:

Corporate Account Handler, SME Account Handler, Commercial Account Handler, Broker, Insurance Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant

Referral Fee:

Not right for you but you know someone who maybe suitable? Please get in touch to enquire and hopefully secure yourself a referral fee for a successful recommendation.

Capio Recruitment

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Charity Client Executive