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
* Conduct pre-renewal calls and regularly engage with your clients
* Arrange comprehensive pre-renewal reviews
* Follow the Broking and Placement Strategy, utilising key markets and e-trade platforms.
* Proactively discuss and offer important additional cover options.
* Issue renewal terms promptly, aiming to deliver terms at least three weeks prior to renewal.
* Support the transition of smaller Corporate cases into the Enterprise portfolio, ensuring continuity of service and client satisfaction.
* Maintain a high standard of personal service while ensuring efficient and effective placement advice remotely.
Person Specification
* Strong communication and rapport-building skills.
* Organised, proactive and able to manage a busy portfolio independently.
* SME insurance knowledge, with understanding across a range of products and sectors.
* Comfortable operating remotely (where required) and using digital systems for service delivery.
* Sales and negotiation skills for cross-sell and up-sell opportunities.
* Collaborative and aligned with the companys service values and standards.
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