Senior Client Relationship Manager

Purpose

Key Tasks & Duties

• Manage a portfolio of mid/large SME clients and Corporate clients (medical and life).
• Be responsible for the business retention of said portfolio.
• Build strong relationships with Clients local and global offices
• Understand client requirements and provide advice on insurers services, policy performance, coverage and pricing.
• Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
• Provision of the day-to-day servicing of a client’s insurance programme to support retention and development of the SME and Corporate business.
• Ensure compliance requirements are fully met.
• Maintain up to date records of client’s folders, compliance requirement, finance booking reference, renewal reports, etc
• Work in partnership with the Global Business, Wellness, Operations, Finance, Claims, and Placement teams to best support clients with the goal of increased retention and revenue.

Officership Behaviours

• Provide Excellence in Service to Our Clients, Our Markets, & Our Associates
• Takes personal responsibility for managing internal and external client relationships.
• Takes pride in and accountability for understanding and exceeding client expectations.
• Focuses on adding value.
• Delivers on and exceeds client expectations. Knows what the client desires and impresses them by delivering exceptional value.
• Written and verbal communication is clear and concise.
• Provide commitment to the development of ourselves & our associates
• Attend in house classes and workshops for continuing development.
• Attend training programs, conferences or courses to improve present job skills.
• Complete all mandatory training within agreed timescales.
• Take responsibility for own career and development.
• Treat all associates with dignity, fairness and respect.
• Represents Lockton well within the community.
• Be committed to enabling success
• Promotes growth through excellence in service provided.
• Identifies and promotes cross selling opportunities.
• Identifies any gaps in coverage and address with the client proactively.
• Works with clients, markets & associates to ensure client management is within or exceeds agreed standards and targets.
• Drive service excellence, efficiency, & productivity through effective business operational processes
• Demonstrates flexibility to change.
• Identifies improvement opportunities.
• Ensures quality is evidenced.
• Ensures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures.
• Maintains specialised and up-to-date knowledge in order to provide maximum value to the client.