Join a renowned Financial Services Corporate Insurance firm that is committed to excellence and innovation in the ever-evolving financial landscape as a Client Manager, your role as the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees.
Responsibilities:
- Responsible for leading, developing and improving the day to day client relationship
- Responsible for building a “client profile” of risks and needs analysis in respect of the portfolio of clients.
- Responsible for input into the renewal process which includes:
- preparing pre-renewal documents
- meeting with clients
- sending renewal notifications
- sending cancellation letters were applicable.
- Responsible for structuring insurance programmes to meet the needs of portfolio clients.
- Responsible for producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiations.
- Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
- Responsible for compliant dealings with clients
- Contributes into the development of new business with either existing or new clients
- Co-ordinates teams of Client Service Advisors (where applicable) to ensure client service standards are met
- Acts as a support to Strategic Account Manager/ Business Manager on larger, more complex accounts
- Responsible for credit control
Qualifications:
- A minimum of Grade 12 or equivalent
- A Bachelor’s degree is preferable
- Must be registered as a representative with the FSCA in terms of the FAIS Act
- Must be registered as an associate with the IISA
Knowledge:
- Excellent knowledge of policy wordings
- A comprehensive knowledge of the South short-term insurance markets
- An in-depth strategic knowledge of industry and business strategies and company goals
- Computer literacy with advanced know-how in MS Word and Excel.
Skills and Attributes:
- Skill and confidence to articulate the company’s proposition and how it differentiates the company and benefit clients
- Advanced analytical, technical and problem-solving skills and abilities
- Well- Developed communication skills
- Fluency in the English language, both written and spoken
- Good interpersonal and organizational skills
- Ability to work effectively in and with teams.
Experience:
- Have a minimum of 5 - 10 years’ experience in a similar or related role.
