Client Director

Job title: Client Director

Salary: £90,000

Location: Remote

PURPOSE OF ROLE

An exciting opportunity has arisen for an experienced Client Director to join a well-established insurance brokerage. This role is suited to a commercially minded insurance professional with a strong background in corporate client relationship management, strategic account development and delivering tailored insurance solutions.

Alongside managing and developing key client relationships, the successful candidate will take responsibility for leading a small team, providing day-to-day guidance, support and direction to ensure high standards of service and performance.

This is an excellent opportunity for someone who enjoys combining hands-on client management with team leadership, driving account growth, developing colleagues and contributing to the wider success of the business.

RESPONSIBILITIES

• Manage and develop a portfolio of key commercial and corporate insurance clients.
• Build long-term relationships with senior stakeholders, decision-makers and clients.
• Develop and implement account strategies to maximise retention, revenue and profitability.
• Identify opportunities for organic growth, cross-selling and additional insurance solutions.
• Provide strategic insurance advice, ensuring clients' evolving risks and requirements are understood.
• Lead and support a small team, providing direction, guidance and day-to-day management.
• Monitor team performance, workload and service delivery, ensuring client expectations are consistently met.
• Coach and mentor team members, supporting their technical development and professional progression.
• Assist with setting objectives, reviewing performance and identifying opportunities for improvement.
• Encourage collaboration, accountability and a positive team environment.
• Work closely with internal broking, claims and technical teams to deliver a joined-up service.
• Negotiate with insurers to secure appropriate cover and competitive terms for clients.
• Support new business development through networking, referrals and professional relationships.
• Monitor account performance and ensure service standards and regulatory requirements are maintained.
• Contribute to business planning and the achievement of commercial growth targets.

DAY-TO-DAY

• Acting as the primary point of contact for a portfolio of established clients.
• Conducting client meetings, renewal reviews and strategic account discussions.
• Reviewing insurance programmes, identifying coverage gaps and recommending appropriate solutions.
• Working with insurers to negotiate terms, resolve issues and secure favourable outcomes.
• Managing and supporting a small team, helping to prioritise workloads and resolve day-to-day queries.
• Providing technical guidance and assisting colleagues with complex client requirements.
• Monitoring service standards, account performance and team deliverables.
• Holding regular discussions with team members to provide feedback, guidance and support.
• Collaborating with colleagues to coordinate renewals, new business opportunities and client servicing.
• Building relationships with prospective clients and developing opportunities within the market.
• Monitoring client satisfaction, retention and account profitability.
• Keeping up to date with market developments, emerging risks and changes within the insurance industry.

EXPERIENCE

• Proven experience within commercial insurance broking, ideally in a senior client-facing or Client Director position.
• Strong knowledge of commercial insurance products, markets and insurer relationships.
• Demonstrable experience managing complex client accounts and developing long-term relationships.
• Previous experience supervising, mentoring or managing a team within an insurance broking environment.
• The ability to balance personal client responsibilities with team leadership and development.
• A track record of client retention, account growth and identifying commercial opportunities.
• Experience engaging with senior stakeholders and delivering tailored insurance solutions.
• Confidence negotiating with insurers and managing client expectations.
• Experience working towards commercial objectives while maintaining excellent service standards.
• Relevant professional insurance qualifications, such as Cert CII or Dip CII, would be advantageous.

SKILLS

• Excellent relationship-building and stakeholder management skills.
• Strong commercial awareness and business development capabilities.
• Effective leadership, coaching and mentoring skills.
• The ability to motivate, support and develop a small team.
• Confident negotiation, communication and presentation skills.
• A strategic approach to account management and client retention.
• The ability to identify opportunities for growth and add value to client relationships.
• Strong organisational skills and the ability to manage competing priorities.
• A proactive, professional and client-focused approach.
• The ability to work collaboratively and contribute to wider business objectives.

If you have the relevant experience or know someone who does, please contact Joe Cappalonga on 07458 162842 or email [email protected]