Client Manager

Title: Client ManagerType: PermanentHours: Full TimeSalary: £28,000 - £40,000 (depending on experience/qualifications)DetailsRole 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 companys service values and standards.

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