Client Executive jobs in United States
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Health Matters (UK) Ltd ยท 5 months ago

Client Executive

Health Matters (UK) Ltd is a rapidly growing business focused on providing a people-centric and collaborative client experience. They are seeking a Client Executive to develop, grow, and retain a portfolio of insurance clients while achieving financial targets and driving sales within the team.

Health Care

Responsibilities

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 a 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
Ability to think strategically about the client base and proactively bring opportunities/ideas to the wider trading teams
Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams
Upholding our compliance and Client Journey standards to the highest level
Providing accurate sales forecasts to the Regional Sales Director / Regional Managing Partner
Using business development resources to grow our portfolio of new clients
Acts as a client leader across a portfolio of clients with complex requirements
Working in conjunction with the regional placement partners to ensure challenging risks are placed in a timely manner for the benefit of the client
To use client applications accurately and as defined by the business
To act upon feedback to ensure appropriate remediation plans are put in place
To maintain own learning and continuous professional development
Alignment with Partners& PACE values

Qualification

CII qualificationInsurance industry knowledgeSales strategy developmentBusiness acumenClient relationship managementFCA compliance knowledgeTeam collaborationSelf-motivationAdaptabilityNegotiation skills

Required

CII and working towards further qualifications
Solid industry knowledge to be able to create the partnership required with clients and client teams
Demonstrable ability to provide a responsive first-class service to clients
Ability to exceed individual and team deadlines
Strong business acumen and ability to understand complex insurance products
Self-motivated and target-oriented with a drive for results
Ability to work independently and as part of a team in a fast-paced environment
Demonstrated ability to prospect, negotiate, and close deals effectively
Ability to identify client needs and offer tailored insurance solutions to address their challenges
Flexibility to adapt to changing market conditions, client preferences, and organizational priorities
Ability to handle rejection, overcome objections, and persist in pursuing sales opportunities
Capacity to analyse sales data, identify trends, and make informed decisions to drive sales growth
Working knowledge of FCA compliance rules

Company

Health Matters (UK) Ltd

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Health Matters is a employee health and wellbeing broker that specializes in the organizing and administering of corporate healthcare.

Funding

Current Stage
Early Stage
Company data provided by crunchbase