Reports To: Head of Client Management
Position Overview:
A Client Relationship Manager at an insurance brokerage plays a key role in building and maintaining long- term, positive relationships with clients. The primary responsibility is to ensure that each client’s insurance needs are met efficiently, while providing exceptional service and expert guidance across all aspects of insurance management.
Key Responsibilities:
1. Client Relationship Management:
Build and maintain strong, positive relationships with clients by understanding their insurance needs and providing appropriate solutions.
Serve as the main point of contact for clients, addressing inquiries, requests, and concerns in a professional and timely manner.
2. Insurance Advisory:
Provide expert advice to clients on various insurance products and coverage options based on their specific
Stay updated on industry trends, regulations, and changes to effectively guide clients through the insurance landscape.
3. Policy Management:
Oversee the administration and management of clients’ insurance policies, ensuring accuracy and completeness.
Manage the invoicing process and assist in premium collection.
4. Client Retention:
Implement strategies to enhance client retention and satisfaction.
Proactively identify opportunities for upselling or cross-selling additional insurance products.
5. Claims Assistance:
Assist clients in the event of a claim by facilitating the claims process and liaising between the client and the Claims Manager at our client.
Ensure prompt and fair resolution of claims, maintaining a high level of customer satisfaction.
6. Sales Assistance:
To support and assist the Sales Team to close businesses.
7. Market Research:
Stay informed about market conditions, competitors, and emerging trends in the insurance industry.
8. Compliance and Documentation:
Ensure that all client-related documentation, contracts, and records are accurate, up-to-date, and compliant with regulatory requirements.
9. Communication and Reporting:
Communicate regularly with clients through various channels, including meetings, emails, and phone calls.
Provide regular reports to clients on their insurance policy performance and any relevant updates.
10. Team Collaboration:
Collaborate with internal teams, including placement, claims, and other departments, to ensure seamless client experience.
| Experience, Knowledge and Qualifications required | |
| Experience & Qualifications | Bachelor’s degree in business administration, Finance, Insurance, or a related field (Master’s degree preferred).3–5 years of experience in client relationship management, preferably within the insurance or financial services industry. Proven track record of managing key client accounts and delivering exceptional customer service. Experience with insurance products, underwriting processes, and claims handling is an advantage. |
| Job Skills | Strong understanding of insurance principles, products, and market dynamics. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Exceptional problem-solving and negotiation abilities. High level of professionalism, integrity, and client-focused mindset. Strong organizational and time management skills with attention to detail. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems. Ability to work collaboratively within a team and across departments. Dynamic with any changes , exercises and projects to improve the process. |