Relationship Manager

Role purpose - you will:

  • Successfully lead and manage a portfolio of existing client accounts in close collaboration with Client Executives;
  • Work closely with the Finance and Commercial Director to engage in new business activity and achieve new business targets in accordance with the business plan;
  • For both existing client accounts and new business opportunities, carry out face-to-face client meetings to:
    • Develop a strong understanding of your clients' businesses, their attitude to risk and their approach to insurance and risk management;
    • Clearly identify client demands and needs;
    • Accurately identify gaps in cover and potential cross-sell/upselling opportunities;
  • For both existing client accounts and new business opportunities:
    • Collate and provide Client Executives with comprehensive meeting minutes and risk information, giving clear instructions to empower their negotiations with insurers, providing support where required;
    • Working in collaboration with Client Executives, deliver comprehensive and considered risk presentations to clients which meet identified demands and needs and address risk exposures;
  • Build and maintain excellent working relationships with clients, prospects, colleagues, insurers and other partners/suppliers;
  • Actively contribute to deliver the vision in line with business strategy;
  • Support the Operations Manager with maintaining the quality of our service and pursuing continuous improvement;
  • Act as a role model and technical referral point, sharing your knowledge and experience with the Client Servicing team;
  • Be a well-known and respected figure in your operating area with a presence in appropriate networking organisations.

Required skills and experience - you will be:

  • A proven risk manager with a strong track record of identifying risks and proposing solutions;
  • A strong client advocate, determined to achieve great client outcomes;
  • A proven leader who takes ownership and uses initiative;
  • A strong influencer and negotiator who maintains excellent working relationships at all levels;
  • A problem solver with a resourceful, collaborative and analytical approach;
  • Proactive in identifying and contributing viable solutions and embracing change;
  • A clear communicator with excellent presentation and report writing skills and strong attention to detail;
  • An experienced (10 years +) commercial broker with a deep understanding of the commercial insurance market and wide product knowledge across the full range of commercial insurance classes;
  • Qualified to at least Cert CII level (preferably higher);
  • A competent user of Microsoft programmes, including Word, Excel and PowerPoint;
  • An experienced Acturis user (preferable);
  • Fully conversant with and competent in all aspects of the FCA’s ICOBS rules as it relates to the role and the importance of treating customers fairly.

What we offer you:

  • Competitive pay and bonuses
  • Pension and life assurance
  • Up to 25 days holiday (plus bank holidays)
  • Days off for volunteering
  • Financial support and rewards for study towards professional qualifications
  • Wellbeing and worklife balance; providing breakfast, a cycle-to-work scheme, flu vaccinations and flexible working arrangements
  • Reward schemes for those who go above and beyond
  • Regular social events

Our values:

  • We are customer focused - we are committed to pursuing improvement, honouring our commitments, creating value and paying attention to the detail so we can deliver exceptional customer outcomes for our customers and clients.
  • We invest in our people - we are committed to being a ‘Great Place to Work’ where all of our people feel valued, involved, inspired, rewarded and supported to develop and grow.
  • We do good in our communities - we are committed to having a positive impact on all the communities we interact with – including our staff, clients and customers, suppliers and the locations in which we operate.

How to apply:

If you're ready to apply for our Relationship Manager role, please email Del Sharman attaching your CV and a covering note. If you have any questions, please call Del on Tel: 01473 346030.

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