Client Executive - SME

Partners& is a next-generation insurance advisor specialising in business and private client insurance, employee wellbeing and benefits, and risk management. The firm focuses on providing advice that makes a meaningful difference, working closely with clients to deliver outcomes that positively shape their future. Partners& emphasizes strong relationships, collaborative support, and tailored solutions for a wide range of clients. The company is authorised and regulated by the Financial Conduct Authority, reinforcing its commitment to professionalism and compliance.

Role Description

The Client Executive – SME is a full-time, hybrid role based in the Southwest (Bristol or South Molton), with flexibility for some work from home. The primary purpose of this role is to develop, grow, and retain a personal portfolio of insurance clients and to achieve overall financial targets, whilst driving sales and business development within you team. 

What you'll do

• Become a trusted adviser to senior client stakeholders, building long-lasting relationships.
• Lead and grow a portfolio of clients, delivering exceptional service and tailored insurance solutions.
• Develop and execute sales strategies to win new business and exceed growth targets.
• Build and manage your own pipeline of prospects, identifying opportunities across the market.
• Use your technical insurance expertise to advise clients and support wider client teams.
• Collaborate with colleagues across trading, placement and specialist teams to deliver the best outcomes for clients.
• Ensure compliance, governance and client service standards are maintained to the highest level.
• Contribute strategic ideas and opportunities that support regional and business growth.

Qualifications and skills

• Achieved or working towards CII

• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.

• Demonstrable ability to provide a responsive first-class service to clients.

• Excellent verbal and written communication and administration skills.

• Active listening skills.

• Knowledge of the wider Partners& offering.

• Ability to organise workflow, prioritise tasks and manage own time.

• Confident user of technology and software e.g. MS Office and Outlook.

• Working knowledge of broking processes and regulatory standards.

• Working knowledge of FCA compliance rules.

• Competent user of insurance client system; Acturis an advantage.