Client Relationship Manager

2 weeks ago


Buntingford, United Kingdom Smart10Ltd Full time

Job Title:
Account Manager

Location:
Buntingford

Salary:
up to £45,000 DOE

Are you skilled in managing client accounts and fostering strong relationships?

Key Responsibilities:

  • Conduct thorough evaluations of existing client policies, focusing on fleet, mid-corporate, and large corporate commercial insurance, along with home, motor, and equine coverage. These evaluations will be carried out through both in-person meetings and phone consultations.
  • Promote and sell a comprehensive range of products, including financial services and risk management solutions.
  • Efficiently allocate your time to balance client evaluations, preparatory and follow-up tasks, and other assigned duties.
  • Continuously enhance your understanding of products and services while staying informed about industry developments.
  • Establish a strong presence within the Agency by providing expert advice to corporate clients, delivering effective insurance solutions across all offerings.

Qualifications / Experience:

  • A minimum of two years' experience in a commercial insurance setting, showcasing expertise in client and account management, high retention rates, and the ability to cultivate client relationships.
  • Solid understanding of insurance compliance standards and a proven history of sales excellence.
  • A valid UK driving licence is essential, as client visits will be part of this role.
  • Proficient in MS Office Applications with strong IT skills.
  • At least 5 GCSEs or equivalent at A-C grade, including Maths and English.

Personal Attributes:

  • Demonstrated drive, energy, and enthusiasm to provide exceptional service to clients.
  • A confident individual who thrives in both team settings and independent work.
  • Proactive with a positive 'can-do' attitude.
  • Excellent interpersonal and communication skills, with a knack for building relationships.
  • Self-motivated and eager to learn, with a passion for the industry.
  • Comfortable operating within a regulated environment.


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