Client Manager

JR United Kingdom; Nairn; Remote; GBP 28,000 - 40,000; Full time

Job summary

A growing insurance services firm in the Highlands is looking for a proactive Client Manager. This role involves conducting annual reviews and supporting SME clients through a personal yet remote service. Ideal candidates should possess strong communication skills and a solid understanding of SME insurance products. Competitive salary and remote work flexibility are included.

Qualifications

• Experience in SME insurance with understanding across various products.
• Ability to manage a busy client portfolio independently.
• Familiarity with digital systems for remote service delivery.

Responsibilities

• Conduct pre-renewal calls with clients.
• Follow the Broking and Placement Strategy for efficiency.
• Support transition of smaller Corporate cases into the Enterprise portfolio.

Skills

Strong communication

Rapport-building

Sales skills

Negotiation skills

Proactive management

Job description

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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
• 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.