Relationship Manager – London Market
Role Purpose
To provide best-in-class customer service through relationship management with both our existing and prospective customers.
Principle Accountabilities
- Core function: take a proactive and assertive role with customers in supporting/driving adoption and implementation of within their company
- Alignment to and delivery of Client Engagement Model
- Alignment to and delivery of C-Suite Engagement Strategy
- Delivery of Corporate, Departmental and Personal objectives
- Demonstrations of their platform and initiatives
- Where required, support delivery of pre-sales activity and growth initiatives
- Support the transformation of our client’s business through user adoption and create conditions for optimal renewal
- Build out relationships across our clients organisation, including operations, IT, broking and/or underwriting
- Identify and manage customer needs
- Exceed customer satisfaction and ensure retention
- Manage regular customer meetings to share information and gather feedback
- Individual Account Reviews & Planning
- Ensure all customers (Brokers, Carriers, MGAs) have a good understanding of who we are & what we do and promote a supportive view of market modernisation initiatives
- Meet with and guide prospective customers through the joining and onboarding
- Ensure our internal CRM system is up to date with standardised meeting notes/tasks/actions and information from the customers.
- Maintain profiles (in CRM) on each allocated market firm and their people, using information captured in the activities above.
- Proactively identify cross-selling and up-selling opportunities and share with Lead RM/CRO
- Attend meetings with market associations e.g. LMA, IUA, LIIBA & Lloyd’s where necessary.
- Identify resistance and communication gaps from customers and/or firms and develop and deliver approaches by working in collaboration across the team to develop and implement corrective actions
- Provide structured customer feedback to the Lead Relationship Manager, Head of Service Management & Client Relations, Product Owners and Head of Change on continuous improvement ideas for the platform
- Provide regular, structured feedback to Lead Relationship Manager. The principal form of this feedback will be via weekly updates, sometimes, both written and verbal.
- Work closely with the broader Client services team and collaborate with your assigned client services advisor to ensure that collectively the support provided to our clients is cohesive.
Skills & Competencies
- Excellent presentation and communication skills
- A business focused outlook with the ability to solve complex problems
- Strong co-ordination and planning skills – needs to be able to pull the “many strands together”
- Strong skills in team working with the ability to deliver concise, influential and targeted messaging
- Proactive approach and prepared to “tackle issues “and handle negative feedback appropriately and professionally
- Ability to think “outside the box” as well as being able to focus on the detail
- Ability to work under own initiative and to respond to business needs with minimal supervision
- Enthusiastic, personable and highly motivated to offer best in class customer service
- Driven to provide 1st class customer service
- First rate PowerPoint presentation creation /delivery skills
- The ability to explain complex information clearly and simply
- Good influencing
- Excellent demonstration skills
- A high level of drive, initiative and
- Ability to mentor and provide clear guidance to the Client services advisors enabling them to continuously build on their insurance / platform knowledge and increase the support we can provide to our clients.
Experience
- Experience within the London insurance market essential
- Experience of direct Account management – client facing role and building relationships
- Knowledge of London Market placement process, from Quote to Firm Order and Endorsement
- Knowledge of LIIBA, IUA and LMA and their relationship to the market
- Basic Knowledge of various classes of business within Lloyd’s, and facilities
- Experience of Presentations and demonstrations, including use of PowerPoint
- Knowledge of Future at Lloyd’s initiatives
- Standing up and presenting to large and small audiences
Competencies
- Working with People
- Delivering results and meeting customer expectations
- Applying expertise and technology appropriately
- Adapting and responsive to change
- Creative and innovative
- Persistent and determined
- Self motivation
- Confidence
- Owns tasks and problems through to resolution
Venquis is acting as an Employment Agency in relation to this vacancy.