Insurance Client Relationship Manager
2 months ago
You will provide high-quality support to our clients' Account Executives and Directors, focusing on exceptional customer service, client retention, and assisting in winning new business. With integrity, you will negotiate effectively, respond proactively, and demonstrate commercial awareness of the market.
Key Responsibilities
- Prepare accurate client documents, obtain renewal terms, and seek alternative quotations before presenting to Account Executives.
- Expertly handle client policy queries.
- Confirm cover with insurers, process policies, and chase outstanding documentation.
- Prepare debit notes and summaries of cover while ensuring secure policy delivery from insurers.
- Promptly address account queries and credit control matters, highlighting concerns to Account Executives/Directors.
- Align with key legal and regulatory policies.
Requirements
- Demonstrate a deep knowledge of general insurance products, services, and classes of insurance.
- Handle sensitive information responsibly and apply risk awareness in your role.
- Notice potential risks and seek advice when required, using due diligence in completing your workload and achieving deadlines.
- Apply good planning and analytical skills with strong accuracy and attention to detail.
Benefits
- A competitive salary of £40,000 - £60,000 per annum.
- A minimum of 25 days holiday, plus bank holidays, with an option to 'buy' 5 more days.
- A defined contribution pension scheme with employer contributions.
- Life insurance with a pay-out of 4x basic annual salary, with the option to top-up to 10x.
- Health cash plan or Private medical insurance.
- Employee Stock Purchase plan offering company shares at a discount.
- Critical illness cover.
- Discounted gym membership with access to over 3,000 gyms nationally.
- Season ticket loan.
- Access to a discounted voucher portal for savings on everyday purchases.
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