Purpose
Our Client in Bristol is looking for Senior Client Managers to join their team.
You will responsible for a team of Client Managers handling a portfolio of clients and administering policies in conjunction with their insurance partners, as well as managing their own clients. The portfolio consists of clients with high value homes and/or cars and commercially important clients.
Job Description
Key responsibilities for this role include
Monitoring the efficiency and performance of the team, including encouraging, motivating and developing Client Managers and identifying any learning and development needs.
Holding regular team meetings to update the team on department issues and maintaining two-way communication.
Ensuring that the team work in accordance with agreed procedures and best practice.
Carrying out regular appraisals and interim performance reviews.
Communicating regularly with other Senior Client Managers and the Management team to work together for the benefit of the department.
Key Measures
- No client complaints or errors and omissions
- All staff receive regular performance reviews
- Staff retention rate at the required level
- Dealing with technical queries in conjunction with team members.
- Being responsible for the underwriting and authorisation of quotations, claims and other documentation in line with our binding authority agreements for the team.
- Contributing to the development and success of products and services by keeping abreast of the changing market and suggesting improvements and changes where appropriate.
- Responding promptly and efficiently to clients' instructions, request and enquiries at all times.
- Producing quotations and placing cover for the client in accordance with FSA Regulation and agreed APC procedures.
- Providing information to clients on cover available and correct levels for their requirements.
- Dealing with all aspects of clients' claims.
- Negotiating renewals, considering alternative markets, enhancing cover and cross-selling where possible to maximise the client account.
- Maintaining and administering an efficient database and diary system on the computer.
- Maintaining accurate records and producing relevant documentation.
- Offering and carrying out renewal visits to clients where appropriate.
- Being aware of market trends to maintain a high level of technical competence.
- Being proactive to ensure that new opportunities are considered and the portfolio is maximised.
- Monitoring complaints and client feedback and handling in accordance with the agreed complaints procedure.
- Working in accordance with agreed procedures and regulatory requirements
- All clients queries or concerns dealt with satisfactorily
- Claims handled efficiently and clients receive appropriate assistance and advice
- All budget targets are met
- Clients are offered the most appropriate cover
- Adhering to credit control directives to ensure accounting deadlines are met.
- Liaising with other offices and units when required.
- Providing information and documentation for the Account Executive or New Business team if required.
- All client accounts are settled in accordance with credit control procedures
- Appropriate information is supplied to Account Executives
- To ensure their Team are compliant with current company and regulatory rules, guidance and procedures, such as followin
