Client Executive

The primary purpose of this role is to develop, grow, and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within your team.

Key responsibilities and tasks

• Establish and maintain deep relationships with clients and be seen as the trusted adviser to senior stakeholders.
• Use our Partners & Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build greater resilience into their businesses.
• Develop and implement effective sales strategies to meet and exceed sales targets, building and managing a personal pipeline of potential clients.
• Think strategically about the client base and proactively bring opportunities and ideas to the wider trading teams.
• Use technical knowledge to shape discussions with clients and provide guidance to client teams.
• Uphold our compliance and Client Journey standards to the highest level.
• Provide accurate sales forecasts to the Regional Sales Director / Regional Managing Partner.
• Utilize business development resources to grow our portfolio of new clients.
• Act as a client leader across a portfolio of clients with complex requirements.
• Work with regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client.
• Use client applications accurately and as defined by the business.
• Act upon feedback to ensure appropriate remediation plans are implemented.
• Maintain ongoing learning and professional development.
• Align with Partners & PACE values.

Qualifications

• CII qualification and working towards further qualifications.
• Solid industry knowledge to build partnerships with clients and teams.
• Demonstrable ability to provide responsive, first-class service to clients.
• Ability to meet and exceed deadlines individually and as a team.
• Strong business acumen and understanding of complex insurance products.
• Self-motivated and target-oriented with a drive for results.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proven ability to prospect, negotiate, and close deals effectively.
• Identify client needs and offer tailored insurance solutions.
• Flexibility to adapt to changing market conditions, client preferences, and organizational priorities.
• Handle rejection, overcome objections, and persist in sales pursuits.
• Analyze sales data, identify trends, and make informed decisions to drive growth.
• Knowledge of FCA compliance rules.

If you're considering a new chapter in your career and want to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We seek positive individuals with a can-do attitude to join our Partners & family.

We are a rapidly growing business passionate about our people and clients. Our purpose is to engage with clients holistically and dynamically, challenging the norm. We have built an ecosystem of like-minded professionals, believing that great individuals make for a great client experience.

• 30 days holiday plus bank holidays
• Private Medical Insurance
• Group Life Assurance
• Group Income Protection
• Please complete the simple form below, and a specialist adviser will contact you.
• Are you returning to work after a career break?
  • Yes
  • No
• Please upload your CV (accepted formats: pdf, doc, docx; max size: 10 MB).