Client Retention Specialist

3 weeks ago


Fareham, Hampshire, United Kingdom Insync Insurance Full time
Position Overview

Client Retention Specialist

Location: Segensworth (On-Site)

Compensation: Salary Negotiable, Monthly Incentives + Benefits

Insync Insurance, a division of Brown & Brown UK Europe, stands as one of the UK's rapidly expanding insurance firms, delivering extensive coverage for small to medium enterprises and self-employed individuals throughout the UK.

In alignment with their dedication to client and team welfare, they are seeking to hire a Client Retention Specialist. This role is pivotal in maintaining a balanced workload within the team while ensuring clients continue to receive the high-quality service they expect.

The primary focus of this position is to support clients with their daily needs, including mid-term adjustments, document inquiries, and renewal assessments, alongside general customer service responsibilities.

The team is committed to fostering your professional growth over the coming years by offering additional training, development opportunities, and the chance to manage client accounts comprehensively once you are proficient in the handling processes.

Key Responsibilities:

  • Providing assistance to clients regarding renewals, new business quotes, and managing relationships with essential stakeholders while delivering exceptional service.
  • Collaborating with clients to enhance and broaden their coverage to ensure they possess adequate protection.
  • Coordinating with the broking and support teams to guarantee all documentation is precise.
  • Engaging in negotiations with Underwriters as necessary to secure optimal terms.
  • Ensuring compliance and timeliness in all case management.
  • Meeting retention targets consistently.
  • Partnering with the regional management team to fulfill business goals and contribute to the development of colleagues.

What We Offer:

  • A dedicated and enthusiastic team that supports one another as well as their clients.
  • A negotiable base salary complemented by standard benefits (including Holiday, Pension, and Death in Service) and a monthly bonus based on renewal performance.

Candidate Profile:

  • Ideally, you will possess over 2 years of experience in an Account Handling capacity, particularly in Commercial Motor Fleet and related lines (Motor Fleet, Employers Liability, Public Liability).
  • Strong sales or customer service experience may also be taken into account.
  • Cert CII qualification or a willingness to pursue this certification is preferred.
  • Experience with Acturis is advantageous.
  • Ability to interpret policy documents and draw accurate conclusions is essential.

For further details, please apply online.



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