Customer Success Specialist

3 weeks ago

Sheffield, Sheffield, United Kingdom Ardonagh Advisory Full time

Client Relationship Manager - Ardonagh Advisory

Are you seeking to advance your career in a dynamic Sales environment? Do you possess the ambition to excel while benefiting from a supportive company culture?

As a Client Relationship Manager, you will play a vital role in our organization, engaging with clients to offer insights on innovative products, manage renewals, and ensure we fully comprehend their requirements, delivering services that surpass their expectations and foster loyalty. Our commitment to providing an exceptional customer experience is driven by your efforts.

Joining our team means contributing to our commercial objectives by optimizing business and service opportunities from every interaction in a consistent, equitable, and compliant manner. You will be part of a well-established, welcoming, and knowledgeable team dedicated to supporting your success in this role.

Key Responsibilities

Efficiently manage a personal portfolio of small to mid-sized clients to achieve New Business and Renewal Retention Rate targets. Adhere to the company's Sales Quality standards to ensure high-quality outcomes for clients. Promote additional products and handle inquiries related to new business. Cultivate strong relationships with clients and insurers. Maintain a thorough understanding of the Private Medical Insurance market, products, and regulations, participating in insurer training as required. Negotiate premiums effectively with current and alternative insurers to secure favorable outcomes for clients. Document all business activities, including new and retention efforts, in the database daily. Collaborate with team members to provide additional support as needed. Ensure all necessary documentation is filed to maintain compliance throughout the process.

Essential Qualifications

Experience in Private Medical Insurance. Proven ability in building relationships with Insurers/Providers, Clients, and Account Managers is preferred. Proficient in Microsoft Office applications. Background in Customer Service. Possession of Cert CII IF7 or a willingness to pursue this qualification. Strong numerical and literacy capabilities. Excellent verbal and written communication skills. Friendly telephone demeanor. Highly organized and capable of performing well under pressure while meeting deadlines.

In return, you will be embraced and supported by Ardonagh Advisory, with opportunities for personal and professional growth. You will join an organization that values your well-being. Additional benefits include:

Generous holiday entitlement. Opportunities for career advancement across the Ardonagh family. Pension scheme for future retirement planning. 24/7 support for physical and mental health. Paid volunteering day to contribute to community initiatives. Recognition through the Spotlight Awards, celebrating exceptional talent within our group.

We offer a competitive salary and bonus structure, alongside a customizable benefits package and ongoing training and development opportunities to help you progress in your career with a forward-thinking and expanding company. If you are a motivated individual looking for a role that provides real potential for both personal and professional growth, consider joining us and helping to shape our future.

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