Relationship Manager

4 weeks ago


Uxbridge Greater London, United Kingdom AE Talent Solutions LTD Full time

At AE Talent Solutions our mission is simple yet profound: to connect exceptional talent with exceptional opportunities. We are dedicated to empowering organizations with top-tier candidates and helping individuals achieve their career aspirations. We are currently supporting our fantastic client in Uxbridge to recruit a full time Branch Relationship Manager. As an integral part of their Retail Branch Network team, you will play a key role in driving our office’s commercial success and supporting the leadership of their dynamic branch team(s). You will be a SME of the local taxi industry including the requirements, restrictions, providers & competition. Working closely with the Branch Manager and Fleet Commercial Operation, you will actively participate to enhancing team performance, commercial business growth, whilst supporting the wider Fleet / Branch Network, and Call Centre contribution. What you will be doing:

  • Utilising CRM system (Salesforce) to be maintained with updated files, customer outcomes, diary, lead, and opportunity cycle stage.
  • Accuracy on all data entries and submissions to allow fluid operation and SLA turn arounds.
  • Inbound and Outbound target audience (UTA – Universal Target Audience) leads to qualify to next stages to meet agreed team KPI’s.
  • Professional approach to communication as a main tool to build and maintain all levels of customer relationship and service.
  • Feedback industry comments and suggestions to MIM/HOR/HOT with solutions to counter poor outcomes or to improve customer engagement / new business sales and market-share growth.
  • Identify and feedback opportunities for corporate partnerships.
  • Support search / connections to commercial industry individuals and commercial events to showcase Fleet product suite and service to source new business development.
  • Attendance to internal and external meetings including but not limited to; commercial industry meetings, roadshows / events, exhibitions, and geographical placement as per department strategy.
  • Collaborate with other team members including, but not limited to: Projects, Branch Network and Support functions as & when required.
  • Gather competitor insight / local broker network / products to feedback to MIM/HOR/HOT
  • Support BDM to effectively maintain dairy and new business prospects through to new business conversion.
  • Ensure Quality (Compliance/Audits) meet standards, a good level of customer service is delivered.
  • Support the wider Group businesses such as Rapid/Just Drive and Ride hailing hubs.
  • Assisting the Branch Manager with general day to day running of the branch and leading the branch team in absence of the branch manager .
The ideal candidate:
  • Commercial Insurance experience (preferable)
  • Account/Portfolio management experience (Preferable)
  • Strong communication skills: Ability to effectively communicate with clients and insurance agents to understand their needs and provide appropriate solutions.
  • Sales acumen: Proficiency in identifying new business opportunities and converting leads into clients through persuasive selling techniques.
  • Analytical mindset: Capability to analyse market trends, competitor strategies, and client data to develop effective sales strategies and identify potential areas for growth.
  • Relationship building: Skill in fostering strong relationships with clients, insurance agents, and other stakeholders to maintain long-term partnerships and maximize business opportunities.
  • Problem-solving skills: Aptitude for quickly resolving client issues, addressing concerns, and finding innovative solutions to meet their insurance needs.
  • Organizational skills: Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
  • Product knowledge: Comprehensive understanding of insurance products, coverage options, and industry regulations to provide accurate information and advice to clients.
  • Adaptability: Flexibility to adapt to changes in the insurance industry, client preferences, and market conditions to stay competitive and achieve business objectives


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