Client Relations Manager - Insurance

RMS Insurance Brokers; Abu Dhabi; On-site; AED 279,000 - 391,000; Full time

Job summary

RMS Insurance Brokers in Abu Dhabi seeks an experienced relationship and sales professional to grow and retain client accounts. You will assess insurance needs, present suitable solutions, and coordinate with internal teams to ensure policy issuance, renewals, and high service levels.

The role emphasizes proactive client management, cross-selling opportunities, and timely responses to inquiries while meeting retention targets and regulatory standards.

Qualifications

• 5–7 years UAE experience in Insurance Broker or Insurance Company.
• Bachelor’s degree in business, Finance, Insurance, or related field.
• Cert CII / DIP CII / AIII is an advantage.

Responsibilities

• Manage relationships with new and existing clients and understand their insurance requirements.
• Provide suitable insurance solutions and explain policy coverage, benefits, premiums, renewals, and claims procedures.

Skills

Client relationship

Sales & business development

Insurance product knowledge

Customer service orientation

Target-driven

Negotiation skills

Professionalism & compliance

Proactive attitude

Willingness to learn

Education

Bachelor's degree in business, Finance, Insurance

Cert CII / DIP CII / AIII (advantage)

Job description

Responsible for building and maintaining strong relationships with existing clients and key Accounts. The role involves driving sales in terms of retention, cross-selling and sourcing business referrals, identifying client insurance needs, delivering exceptional customer service, and ensuring long-term client satisfaction. This position plays a critical role in client retention and contributing to achieving business targets.

Key Responsibilities

• Manage relationships with new and existing clients and understand their insurance requirements.
• Provide suitable insurance solutions to clients and explain policy coverage, benefits, premiums, renewals, and claims procedures.
• Maintain strong client relationships and achieve a minimum 95% client retention target.
• Handle client enquiries, complaints, policy servicing, renewals, modifications, and cancellations professionally and promptly.
• Conduct regular client reviews and identify opportunities for additional business.
• Coordinate with Underwriting, Claims, Customer Service, and other internal teams to ensure smooth policy issuance and servicing.
• Monitor outstanding and overdue premium payments and coordinate with the relevant departments for resolution and ensure timely premium collection.
• Keep clients updated on relevant insurance products, services, policy changes, renewal requirements and regulatory updates.
• Prepare and submit weekly and monthly reports and provide management with updates on client trends, market opportunities, and competitive activity
• Escalate complex client issues and service concerns to the appropriate department for timely resolution
• Ensure all client activities are carried out in accordance with Company/Group policies, SOPs, regulatory requirements, compliance, and governance standards.
• Establish and monitor operational KPIs, service standards and turnaround times, and take corrective action where required
• Review operational processes and identify opportunities to improve efficiency, reduce errors, strengthen controls and enhance client service
• Ensure that proper records and documentation are maintained for all operational and client-related activities and are readily available for audit and regulatory purposes

Experience & Qualifications

• Minimum 5-7 years of UAE experience in Insurance Broker or Insurance Company.
• Bachelor’s degree in business, Finance, Insurance, or related field.
• Professional insurance qualifications such as Cert CII / DIP CII / AIII is an advantage.
• Strong exposure to Group Medical and Life Insurance; knowledge of Property & Casualty (P&C), including Marine and Motor Insurance, would be an added advantage.
• Valid UAE driving license is required.

Skills

• Strong client relationship and communication skills
• Sales and business development orientation
• Good knowledge of insurance products and processes
• Customer-focused with strong problem-solving abilities
• Ability to meet targets and work independently
• Good negotiation and interpersonal skills
• High level of professionalism, integrity, and compliance awareness
• Enthusiastic, dynamic, proactive and passionate about the job
• Willing to learn and grow in a competitive environment