Client Executive (SME/ Commercial)
Core
Manage and service an allocated portfolio of commercial insurance clients, preparing renewals and coordinating policy documentation.
Role type
Client Executive (Commercial Insurance)
Builds
Commercial insurance policies and client service outcomes
Domain
Insurance / Commercial Broking
Deliverable
client delivery
Required skills
commercial insurance broking experience, renewal management, client portfolio management, insurer liaison, policy documentation, insurance advice
Preferred skills
Tier 1 Insurance Broking qualification, new business development
Responsibilities
Manage and service an allocated portfolio of commercial insurance clients, Prepare renewals and coordinate policy documentation, Liaise with insurers to negotiate competitive outcomes for clients, Respond to client enquiries and provide timely insurance advice and support, Assist with new business opportunities and portfolio growth where required, Ensure accurate administration and compliance with internal processes
Seniority
Junior to Mid-level, hands-on IC