Client Relationship Manager

4 weeks ago


Blackburn, Blackburn with Darwen, United Kingdom Towergate Health & Protection Full time
Job Overview

As a Client Relationship Manager at Towergate Health & Protection, you will play a vital role in our organization, focusing on managing a diverse portfolio of clients. Your expertise in Private Medical Insurance (PMI) will be essential as you engage with customers, offering insights on our products and services while ensuring their needs are met.

Key Responsibilities

  • Manage a dedicated portfolio of small to mid-sized clients, achieving targets for new business acquisition and renewal retention.
  • Adhere to the company's Sales Quality standards to ensure high-quality outcomes for our clients.
  • Promote additional products and handle inquiries related to new business.
  • Establish and nurture relationships with clients and insurance providers.
  • Maintain a comprehensive understanding of the PMI market, including products and regulations, through ongoing training.
  • Negotiate premiums effectively with insurers to secure favorable outcomes for clients.
  • Document all business interactions, including new and retention activities, in our database daily.
  • Collaborate with team members to provide additional support as needed.
  • Ensure all necessary documentation is maintained for compliance purposes.

Essential Qualifications

  • Experience in Private Medical Insurance.
  • Proven ability to build relationships with insurers, clients, and account managers.
  • Proficient in Microsoft Office applications.
  • Strong background in customer service.
  • Cert CII IF7 or a commitment to pursue this qualification.
  • Excellent numeracy and literacy skills.
  • Strong verbal and written communication abilities.
  • Professional telephone etiquette.
  • Highly organized with the ability to manage pressure and meet deadlines.

At Towergate Health & Protection, we value our employees and offer a supportive environment that fosters personal and professional growth. Our benefits include:

  • 26 days of annual leave plus bank holidays.
  • Career advancement opportunities across the Ardonagh family.
  • Pension scheme for future retirement planning.
  • 24/7 support for physical and mental well-being.
  • One paid volunteering day to contribute to community initiatives.
  • Recognition through the Spotlight Awards for outstanding talent.

We provide a competitive salary and bonus structure, along with a customizable benefits package tailored to your needs. If you are a driven and enthusiastic professional seeking a role that offers genuine potential for growth, we invite you to explore this opportunity with us.



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