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Senior Client Manager, Bristol
- UK - South West - Bristol
- £25000 - £30000 per annum
- Full-Time Permanent
- Insurance - Insurance
- Hays Insurance & Financial Services
- 14-08-08
Job Description
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 following up to date signed off processes, documentation and the correct change process is followed for any required amendments.
- To continually review FSA compliant processes and documentation and suggest improvements and changes as appropriate
- To be link with APC Business Compliance Liaison Manager for the team and communicate areas of concern.
- To cascade information to team on FSA / Regulatory matters in a professional and positive manner
- Responsible for providing regular information on any FSA breaches that occur within their team.
- Responsible for ensuring their team log Complaints in accordance with the guidelines.
- Successful audits within their teams and no major non-compliance issues
- To ensure their teams have the opportunity to become compliant.
- Good working relationship with APC Business Compliance Liaison Manager.
- All other reasonable duties as requested by your Manager Skills
- Training and Competency background
- General Insurance background is required
- Experience of working within Motor/Household and Fine Art Benefits
- Competitive Salary
- 25 Days Holiday
- Pension & Benefits Package
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 following up to date signed off processes, documentation and the correct change process is followed for any required amendments.
- To continually review FSA compliant processes and documentation and suggest improvements and changes as appropriate
- To be link with APC Business Compliance Liaison Manager for the team and communicate areas of concern.
- To cascade information to team on FSA / Regulatory matters in a professional and positive manner
- Responsible for providing regular information on any FSA breaches that occur within their team.
- Responsible for ensuring their team log Complaints in accordance with the guidelines.
- Successful audits within their teams and no major non-compliance issues
- To ensure their teams have the opportunity to become compliant.
- Good working relationship with APC Business Compliance Liaison Manager.
- All other reasonable duties as requested by your Manager Skills
- Training and Competency background
- General Insurance background is required
- Experience of working within Motor/Household and Fine Art Benefits
- Competitive Salary
- 25 Days Holiday
- Pension & Benefits Package
- Chris Bishop
- 189082
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