Hybrid Insurance New Business Executive – Education Sector

IDEX Consulting; Cheltenham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading specialist insurance broker in Cheltenham is seeking a dynamic Client Executive to join their New Business team. This role focuses on developing client relationships in the education sector while delivering tailored insurance solutions. Ideal candidates should have experience in insurance sales, excellent communication, and strong organizational skills. Join a people-first organization that values professional growth and offers flexible working options.

Benefits

Comprehensive training

Financial support for CII qualifications

Flexible working model

People-first culture

Employee-owned business

Qualifications

• Experience in the insurance industry, ideally in a broking or insurance sales environment.
• Strong understanding of general insurance principles and FCA regulations.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Proactively prospecting and securing new business across the education sector.
• Building strong client relationships and understanding their insurance needs.
• Delivering tailored insurance solutions via phone, video, and in-person meetings.

Skills

Insurance sales experience

Relationship management

Communication skills

Organizational skills

Understanding of FCA regulations

Job description

A leading specialist insurance broker in Cheltenham is seeking a dynamic Client Executive to join their New Business team. This role focuses on developing client relationships in the education sector while delivering tailored insurance solutions. Ideal candidates should have experience in insurance sales, excellent communication, and strong organizational skills. Join a people-first organization that values professional growth and offers flexible working options.