Client Executive - Management Liability

Are you seeking a role that involves managing existing client relationships whilst working to continuously identify and develop new opportunities for revenue generation? The Client Executive works within a highly skilled team that specialises in managing a portfolio of existing accounts whilst working towards the accrual and development of new client accounts within FINPRO.

The role would suit an individual who is genuinely looking to build or continue a career in the insurance industry. Whilst previous insurance experience would be ideal, full training and support will be provided.

What can you expect:

• You will be responsible for managing a portfolio of existing client accounts that renew annually and new business opportunities, primarily consisting of Directors’ & Officers’ (D&O) liability insurance policies. The portfolio also includes Pension Trustees Liability (PTL), Employment Practices Liability (EPL), and Commercial Crime coverage.

• In this role, you will liaise directly with clients and internal producers. You will negotiate with insurers within the London insurance market to obtain the most favourable terms and coverage using our proprietary products, presenting the proposed terms, securing their agreement, and ensuring that all policy documentation is prepared accurately and issued promptly.

We will rely on you to:

• Develop risk expertise and knowledge of industry and carriers to develop placement solutions that meet client needs.

• Support with the implementation of the Placement strategy to achieve growth goals and provide exceptional client service.

• Develop the go-to-market strategy and articulates the value of placement function and participates within pricing of services as applicable.

• Bind coverage and be responsible for the accuracy of placement binders.

• Create and maintain relationships within own practice, insurance markets, clients, and underwriters to provide cohesive client service.

• Advise on changing insurance and risk management market conditions and informs client executives, client advisors, and/or clients of major developments affecting various types of products/coverage.

• Interface closely with client executives and client teams to support client retention and new business production.

• Drive placement/technical support activities on assigned accounts, such as ensuring procedural compliance, reviewing data and updating annual renewal exhibits, maintaining accurate placement system entries, to ensure contract execution as required.

• Advise management about client issues or trends through clear and concise communication and participates in development of solutions.

What you need to have:

• Excellent communication skills – both written and verbal

• Proven organisation abilities and the ability to multi-task.

• Diligence, accuracy and ability to work to strict deadlines and under pressure.

• A problem-solving mentality

• Pride in maintaining the highest professional standards and appetite to challenge the status quo to ensure we deliver best possible outcomes for our clients.

• Good standard of Education

• Competent in Microsoft Office

What makes you stand out:

• Management Liability Insurance knowledge advantageous, but not essential.

• A good understanding of the general principles surrounding Insurance.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being