Commercial Account Executive, North West

Yes Agency
Liverpool, UK
27 Jul 2019
01 Aug 2019
Contract Type
Full Time
Role Profile/Client Service Executive

ROLE PROFILE CLIENT SERVICE EXECUTIVE - The Client Service Executive is responsible for ensuring that they deliver appropriate advice and service to a nominated portfolio of clients.

Principal responsibilities are:

1. For a designated portfolio of clients • Manages each client relationship hence retention. This includes ensuring that the needs of all key client decision makers are understood. • Ensuring that each client is profitable. • Revenue growth by ensuring that fees are reviewed annually against the client service proposition. • Determining broking strategy and programme design in conjunction with Brokers. • Maintains records of own time spent per client. • Responsible for premium/fee collection. • Works in accordance with Compliance requirements on each client account.

2. Other responsibilities • As required assist in implementing the overall company business plans. • Wherever possible assist in development of New Clients • Ad hoc project work as required. Reports To Nominated Client Service Director (or other individual authorised by a Partner) Line Management Responsibility None Qualifications ACII or equivalent

Experience • Minimum 5 years' experience in the insurance industry with proven experience in client management.

• Understanding of the Insurance market.

• Emerging understanding of typical Corporate or Commercial client business and risk issues.

• Client Focused and prepared to go the extra mile Analyses / capitalises on opportunities & forms new concepts

Progression with CII exams preferred

For more information on this role, please contact The Yes Agency. The Yes Agency is a registered insurance recruitment agency who adheres to GDPR. We are based in Manchester. Please note due to the amount of applications we receive, if you do not hear back from us within two weeks, then unfortunately on this occasion your application has been unsuccessful. For similar roles within insurance, please check out our website at

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