Client Director

Description

Position: Client Director – Corporate Division
Team: Manchester
Reports to: Sales Director – North 

Who are we?

Verlingue are an established, prominent independent family-owned Insurance Broker & Employee Benefits Consultancy with the long-term vision of becoming the recognised leading business of this type in Europe.  Operating from offices throughout France, Switzerland and the UK, Verlingue employ over 1,000 people, have income of around €100M and place nearly €2BN of premiums on behalf of clients.

In the UK we trade under the names Verlingue and NBJ London Markets. 

• We employ 180 people and have offices located in Manchester, Egham, Redhill and London.
• Verlingue are leading corporate Insurance Brokers providing Insurance, Risk Management and Employee Benefit services to businesses and Private Clients.
• NBJ London Markets are a specialist Lloyds & London Market broker providing access to unique products and services with capabilities to place business internationally.
• We identify with high standards of knowledge, professionalism and ethical practices throughout the organisation.  We are recognised as part of an exclusive group of fewer than 200 Chartered Insurance Brokers.
• Ranked in the top 10 independent commercial insurance broking businesses in the UK, placing £135M of premium.
• Clients range from FTSE 250 to SME, HNW / connected Private Clients and other Retail brokers.

Our success is based around our people delivering high quality service, excellent working relationships and meaningful results for our clients, including provision of a single stop advisory service.  We offer the certainty of long-term relationships to clients, our insurer market and our people.  This sets us apart from our competitors.

For further background please visit www.verlingue.co.uk and www.nbjlondonmarkets.com

The Team

Verlingue have established Client Services teams in Manchester, Redhill and Egham. This role will be based in our Manchester l team, which is currently made up of 10 other Corporate Client Advisers. The volume of business is rising rapidly and career opportunities within Manchester and in the wider Verlingue group are excellent should individuals demonstrate the required skills and success in their role.

The Role

The role will consist of managing a portfolio of clients whilst new business development will be a key contributor towards the departments growth plans.

Key Responsibilities

General responsibilities

• Client Relationship management – overall responsibility for client and service / broking team coordination
• Strategic and directional planning for management of client liaising with Account Chairman as applicable
• Facilitating and overseeing introductions along with ongoing management to other areas of the business (e.g. Claims, Risk Management, Credit, EB, Private Clients)
• Client visits
• Ensuring delivery of Client Service Plan
• Ensuring appropriate resources are in place to deliver agreed services
• Agreeing appropriate remuneration with client
• Client entertainment participation and oversight
• Credit control
• Ensuring clients are fully aware of policy coverage / conditions / limitations

New business

• Creating client record on Acturis
• Establishment of client demands, needs, cover requirements and programme design
• Fact Find completion and organisation of additional underwriting information (e.g. claims experience, surveys, questionnaires etc.)
• Liaising with Broker on broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Renewal business

• Establishment any changes to client demands, needs, cover requirements and programme design
• Fact Find and underwriting information updates (Informally every year. Formally whenever re-broking takes place or every 3 years)
• Renewal strategy
• Liaison with Broker / AH on any re-broking strategy to be employed and contributing as necessary
• Signing off Broking presentations

Person Specification

• Minimum of 10 years in the insurance industry preferably with Corporate Client Service experience
• Extensive working knowledge of General Commercial Lines business and the Broking market
• Demonstrable drive, self-motivation and determination to achieve results
• Outstanding communication and interpersonal skills combined with a proven track record of relationship management and customer focus
• Strong influencing, negotiation and leadership skills
• Team player
• Customer obsessed
• Consistently demonstrates behaviours conducive to achieving both personal and team objectives, in line with the core values of Verlingue
• Minimum Dip CII
• Target book size of £350,000
• Acturis experience is preferred