Overview
Whytematter, in Belfast, is excited to be working with a well established Insurance Group. This role will be 4 days in the Belfast office and 1 day working from home.
The Package
As Corporate Chartered Insurance Brokers, our client actively encourages all employees to pursue learning and development opportunities by providing CII Membership, study support material as well as study leave, and a financial bonus upon successful completion of CII qualifications. The package includes a competitive salary and extensive benefits: 25 days annual leave in addition to public and bank holidays, private medical insurance, health cash plan, employer pension contributions, occupational sick pay, income protection insurance, and group life assurance. Other perks include frequent social events, training support and professional membership & subscription support, employee discounts, and incentive schemes.
The Opportunity
Our client has opportunities available for a Senior Client Manager in our Commercial Insurance team. Working with us as a Client Manager will give you the opportunity to demonstrate your skills by building and maintaining strong relationships with clients across a wide range of industry sectors. On a daily basis you will showcase your skills and knowledge by:
* proactively managing valued client and insurer relationships;
* negotiating, placing, and reporting to clients at renewal, mid-term and new business stages;
* ensuring adequacy and appropriateness of cover;
* managing personal workloads and meeting deadlines;
* keeping accurate client records and files at all times, including timely inputting of all client data into our bespoke system;
* providing clients with high-quality policy documentation in accordance with FCA regulations;
* building good working relationships with internal departments and colleagues;
* responding to client queries, including changes in cover and risk, in a professional and timely manner;
* ensuring that Company procedures, excellent client service standards, and compliance regulations are adhered to and maintained;
* contributing to the achievement of team and business objectives by generating sales, identifying gaps, up-selling and cross-selling.
The Ideal Candidate
Essential Criteria
* Client Managers should have a minimum of 3-5 years of commercial broking experience, with good all-around Commercial insurance experience and technical knowledge across a range of classes of insurance products;
* enthusiastic client-focused approach;
* ability to develop strong client and insurer relationships;
* ability to support colleagues in a close team environment;
* strong working knowledge and understanding of most personal classes of business and associated insurance products;
* keen attention to detail and the ability to prepare high-quality documentation;
* highly organised with strong administrative skills;
* IT proficient; (Acturis experience desirable)
* high level of motivation and resilience with a proactive attitude.
* Desirable Criteria
* In possession of or working towards Cert CII
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