Senior Client Executive

What's In It For You? Competitive Salary PLUS Car Allowance | up to 10% pension contributions | life assurance | 24/7 private medical hotline | 25 days holiday PLUS option to buy more | Discounts on gym, tech, travel & retail | Full training & CII exam funding | Flexible working Must Have's: A minimum of 2 years experience in the insurance industry, ideally within broking or sales Experience working to targets and developing new business opportunities A good understanding of general and legal principles of insurance, and the relevant regulatory and legal frameworks Customer-focused approach with strong relationship-building skills Confident communication and interpersonal skills Ability to work independently, manage your own workload, and meet deadlines with accuracy Basic numeracy and literacy skills (GCSE Maths and English or equivalent) Nice to Have's: Knowledge of Education Insurance from a broker or insurer environment Cert CII qualification or an interest in working towards it Experience using CRM systems and providing accurate sales forecasts So, What Will You Be Doing? Prospecting, generating leads, and securing new clients of all sizes Speaking with clients over the phone, via video call, and face-to-face to provide tailored insurance solutions for schools Building strong relationships with key partners, insurers, and internal teams Attending conferences to identify and develop new business opportunities Working with service and renewal teams to deliver an exceptional new business customer experience Providing appropriate insurance products to protect clients and their assets Identifying cross-selling opportunities and supporting referrals to other areas Maintaining accurate records, updating CRM systems, and providing pipeline reports Managing your own diary effectively, balancing prospecting, client meetings, and administrative tasks For IMMEDIATE consideration send your CV to Jade at i2i recruitment today! We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance.

Location: Cheltenham, South West, GB

Posted Date: 9/17/2025