Client Relationship Support
Role Overview
Support the Senior CRM in managing client accounts, coordinating daily activities, and following up on client requirements.
Act as a link between clients, insurance companies, and internal teams.
Key Skills for This Role
Full Job Posting
Purpose
Support the Senior CRM in managing client accounts, coordinating daily activities, and following up on client requirements.
Act as a link between clients, insurance companies, and internal teams.
Key Tasks and Duties
- Assist with client account management and service delivery; monitor client requests and instructions and follow up with stakeholders.
- Maintain client account records, reports, trackers, and documentation; coordinate with operations, placement, claims, and other teams to resolve matters.
- Identify issues and delays for escalation; prepare meeting materials, presentations, and claims reports.
- Track renewal timelines, market reviews, deadlines, commitments, and follow-up actions; support timely placement before renewal.
- Assist with client onboarding and policy activation, and provide administrative support to the CRM function.
- Support cash management standards, identify cross-selling opportunities, and maintain service quality and compliance.
Associate Behaviours and Development
- Take responsibility for internal and external client relationships, understand client expectations, and focus on adding value.
- Communicate clearly and concisely in writing and verbally; treat colleagues with dignity, fairness, and respect.
- Attend development classes, workshops, training, conferences, or courses and complete mandatory training on time.
- Take responsibility for career development and represent the company positively in the community.
Operational Expectations
Adapt to change, identify improvement opportunities, and ensure work quality is evidenced.
Follow company policies and procedures and applicable legal and regulatory requirements.
Maintain specialized knowledge to provide value to clients.
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