Client Manager

Castle View Personnel; Nairn; Remote; GBP 28,000 - 40,000; Full time

Job summary

A growing client-focused firm in Scotland seeks a proactive Client Manager to provide personalized remote services to SME clients. Responsibilities include conducting annual reviews, managing client portfolios, and ensuring high standards of service. Candidates should have strong communication skills and SME insurance knowledge. This position offers a salary range of £28,000 - £40,000 depending on experience.

Qualifications

• Strong communication and rapport-building skills are essential.
• Ability to manage a busy portfolio independently and proactively.
• SME insurance knowledge across various products and sectors is crucial.

Responsibilities

• Conduct pre-renewal calls and engage with clients regularly.
• Arrange comprehensive pre-renewal reviews and deliver renewal terms.
• Support transitions of smaller Corporate cases into the Enterprise portfolio.

Skills

Strong communication skills

Sales and negotiation skills

Organisational skills

Proactive portfolio management

Job description

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 company’s service values and standards.

For more information including a full job description and remuneration package please respond by email or contact Castle View Personnel on 01463 230 200.

Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

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