New Business Client Executive
CV-LibraryCheltenham, GloucestershirepermanentPosted: 12 May 2026
Apply NowWhat’s in it for you?
* Opportunity to join a fast-paced and growing new business team
* Flexible working with a mix of home and office-based collaboration
* Exposure to face-to-face client meetings and industry events
* Full training provided, including support towards professional qualifications
* Strong team culture with collaboration and shared success
* Opportunity to build a long-term career within a leading commercial environment
Must have’s
* Minimum of 2 years’ experience within the insurance industry
* Experience in a sales or new business-focused role
* Strong understanding of insurance principles and regulatory frameworks
* Excellent communication and interpersonal skills
* Ability to build rapport and develop long-lasting client relationships
* Self-motivated with the ability to manage your own diary and workload
* Strong organisational skills with the ability to meet targets and deadlines
* Resilient, proactive and customer-focused approach
Nice to have’s
* Experience within education insurance or working with schools
* Background in insurance broking or insurer environments
* Experience using CRM systems and pipeline reporting tools
* Exposure to conference attendance or networking events
So, what will you be doing?
* Prospecting and securing new clients across a range of organisations
* Building and managing your own pipeline using CRM systems
* Engaging with clients via phone, video and face-to-face meetings
* Recommending tailored insurance solutions to meet client needs
* Attending conferences and events to generate new opportunities
* Providing accurate sales forecasts and pipeline updates
* Collaborating with service and renewal teams to deliver a seamless client experience
* Supporting relationship management with key partners
* Identifying cross-sell opportunities across the wider business
* Opportunity to join a fast-paced and growing new business team
* Flexible working with a mix of home and office-based collaboration
* Exposure to face-to-face client meetings and industry events
* Full training provided, including support towards professional qualifications
* Strong team culture with collaboration and shared success
* Opportunity to build a long-term career within a leading commercial environment
Must have’s
* Minimum of 2 years’ experience within the insurance industry
* Experience in a sales or new business-focused role
* Strong understanding of insurance principles and regulatory frameworks
* Excellent communication and interpersonal skills
* Ability to build rapport and develop long-lasting client relationships
* Self-motivated with the ability to manage your own diary and workload
* Strong organisational skills with the ability to meet targets and deadlines
* Resilient, proactive and customer-focused approach
Nice to have’s
* Experience within education insurance or working with schools
* Background in insurance broking or insurer environments
* Experience using CRM systems and pipeline reporting tools
* Exposure to conference attendance or networking events
So, what will you be doing?
* Prospecting and securing new clients across a range of organisations
* Building and managing your own pipeline using CRM systems
* Engaging with clients via phone, video and face-to-face meetings
* Recommending tailored insurance solutions to meet client needs
* Attending conferences and events to generate new opportunities
* Providing accurate sales forecasts and pipeline updates
* Collaborating with service and renewal teams to deliver a seamless client experience
* Supporting relationship management with key partners
* Identifying cross-sell opportunities across the wider business