Client Account Manager
Objectives: The Client Account Manager will play a key role in nurturing client relationships, driving revenue growth, and enhancing overall business profitability, all while ensuring full compliance with FCA standards. This dynamic role requires delivering exceptional service to meet the unique insurance needs of each client.
Key Responsibilities:
* Efficiently manage all aspects of new business, renewals, mid-term adjustments, claims, and client queries.
* Deliver premium financing arrangements with precision and professionalism, whether during meetings or office visits.
* Offer expert advice on a range of insurance products, ensuring each solution is tailored to the individual needs of the client.
* Address debt queries promptly and in line with company procedures.
* Uphold FCA compliance at all times by following rigorous internal checklists and guidelines.
* Handle and resolve client complaints swiftly and professionally, in accordance with company policies.
* Cultivate strong, lasting relationships with clients, providing ongoing product guidance and support.
* Secure both new and renewal business by collaborating with insurers to present the best coverage options.
* Attend client and underwriter meetings as required.
Key Performance Indicators:
1. Demonstrate a comprehensive unders...