Title: Client Manager
Type: Permanent
Hours: Full Time
Salary: £28,000 - £40,000 (depending on experience/qualifications)
Details:
Role Overview
Our client is seeking to appoint a proactive and client-focused Client Manager to join their growing team in the Highlands. This role is vital to providing a personalised yet remote service to a wide array of SME clients. You will deliver a dedicated service, conduct annual insurance reviews and ensure a seamless client experience from review to placement.
Duties & Responsibilities
1. Conduct pre-renewal calls and regularly engage with your clients
2. Arrange comprehensive pre-renewal reviews
3. Follow the Broking and Placement Strategy, utilising key markets and e-trade platforms.
4. Proactively discuss and offer important additional cover options.
5. Issue renewal terms promptly, aiming to deliver terms at least three weeks prior to renewal.
6. Support the transition of smaller Corporate...