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Senior Client Manager
2 months ago
We are seeking a highly skilled and experienced Senior Client Manager to join our successful Commercial Schemes division. As a key member of our Rural Team, you will be responsible for delivering a first-class service to our clients, focusing on rural and farming clients. This is an ideal opportunity for someone with experience in handling High Net Worth or Commercial insurance products, Delegated Authorities, and/or Rural clients.
Key Responsibilities- Assist in achieving client retention targets by providing an exceptional level of service.
- Liaise effectively with the Account Executive & Regional Directors to ensure an appropriate strategy for renewal, attend client meetings as necessary, and action meeting points.
- Undertake market exercises to establish the most competitive terms available.
- Obtain renewal terms and present to the client.
- Issue renewal documentation in line with contract certainty.
- Process adjustments in line with procedures, including notification to insurers, issue of revised documentation, and collection of additional premium.
- Produce and issue professional summaries and reports.
- Ensure premiums are collected prior to the commencement of cover.
- Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system.
- Experience as an underwriter or account handler with HNW or commercial products - preferably a minimum of 2 years.
- Ideally, previous experience of dealing with Delegated Authority or Rural Clients.
- A knowledge of Acturis is preferred but not essential.
- Accuracy and attention to detail, with the ability to process work quickly and efficiently.
- Ability to prioritize work and meet deadlines.
- Client service skills, supported by excellent negotiation and broking skills.
- Articulate oral and written communication skills.
- Ability to gather and analyze information from the client and respond appropriately to an individual client's level of understanding.
A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. We support our people in every aspect of their lives, recognizing that separate home and work lives don't really exist.
Diversity and InclusionWe consider our people our chief competitive advantage and treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Sustainability PromiseWe're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world.