Client Executive Job Description Template
Our company is looking for a Client Executive to join our team.
Responsibilities:
- Identifying revenue enhancement opportunities within a designated portfolio;
- Developing solutions to result in improved client outcomes and retention,
- Gathering client information to enable renewal negotiations;
- Attending occasional client meetings and networking events to build your own personal brand;
- Holding a portfolio of financial lines accounts – financial institutions and SME/mid-market;
- Assisting the Commercial team with advice regarding their clients’ insurance programs and placing their financial lines covers;
- Keep clients informed of emerging trends, market updates and new products;
- Pro-active business development and portfolio growth;
- Continual business development within new and existing accounts to cross-sell the full spectrum of Aon services;
- Secure new leads for projects;
- Record your results and touch points with customers on Salesforce at the time (or directly after) the event;
- Managing key stakeholder relationships and enhancing the client experience;
- Take ownership of the sales targets;
- Meeting with clients/customers to close sales opportunities and influence stakeholders;
- Promoting new product lines to existing customer base, building relationships with new clients and establish their pricing structures.
Requirements:
- A collaborative individual with a team focused approach;
- Exceptional client relationship management capabilities with first-class communication and presentation skills;
- A sound understanding of a broad range of commercial General Insurance products;
- Experience within the insurance industry or a Degree Qualification;
- Comfortable working in a high pressure professional environment;
- Solid planning and organisational skills with a strong work ethic.