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- Tasks: Manage a loyal client portfolio with a focus on servicing and relationship building.
- Company: Join a chartered insurance brokerage known for its commitment to professional development.
- Benefits: Enjoy hybrid working, competitive salary, and full funding for professional qualifications.
- Why this job: This role offers a unique chance to inherit clients and grow in a supportive environment.
- Qualifications: Experience in client retention or account management is preferred; CII qualification support provided.
- Other info: Flexible working arrangements allow you to tailor your schedule around client needs.
The predicted salary is between 46800 - 78000 £ per year.
Commercial Client Manager – Leeds / hybrid
Due to a retirement, this rare opportunity to inherit a loyal client portfolio has become available. The book is made up of an interesting mix of commercial clients, mainly mid-market and with a few larger, more complex cases, the vast majority located in the Yorkshire area + a handful over towards the North of Manchester.
The role will be predominantly client servicing, following an organised handover process, where you will be introduced to the clients. There will be a small amount of account growth expected, as is normal, but not a specific new business target as such. Although this is essentially an Account Executive position, a lot of client work can be done via Teams, so there can be as much or as little client visitation as you see fit, dependent on how you develop your client relationships.
Ideal applicants could either be Account Executives with previous client retention experience or perhaps a Senior Broker / Account Handler looking to manage a client portfolio and to be involved in some client visitations. Ideally, you will have a good all-round commercial insurance knowledge across most classes of business.
Progress towards professional studies is preferred. Being a chartered insurance brokerage, our client is supportive of CII qualification and will provide full funding and study support. Ideal applicants will be professional, organised, team oriented and naturally committed to providing an exceptional level of customer service.
Previous use of Acturis would be beneficial although not essential as training can be provided.
You will be able to work on a flexible hybrid basis, currently 3 days in the office and 2 days from home, however, you will be able to organise your diary to suit your client visitations.
This role comes with an excellent basic salary of up to circa £65k + full and comprehensive benefits.
For further details of this excellent opportunity, please contact Tim Cryer on 01423 313909 or forward your CV to tim@cryerbaker.co.uk
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Commercial Client Manager – Leeds / hybrid employer: Cryer Baker Recruitment Ltd.
Contact Detail:
Cryer Baker Recruitment Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Client Manager – Leeds / hybrid
✨Tip Number 1
Familiarise yourself with the commercial insurance landscape, especially in the Yorkshire area. Understanding the specific needs and challenges of mid-market clients will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the industry, particularly those who have experience with client retention and account management. Building relationships can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your commitment to professional development by mentioning any progress towards CII qualifications. This shows that you are serious about your career and willing to invest in your skills.
✨Tip Number 4
Prepare to discuss your approach to client servicing and relationship building. Think of examples from your past experiences where you've successfully managed client portfolios or improved client satisfaction.
We think you need these skills to ace Commercial Client Manager – Leeds / hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client management and commercial insurance. Emphasise any previous roles as an Account Executive or Senior Broker, showcasing your ability to retain clients and manage portfolios.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your understanding of the client servicing aspect of the role and how your skills align with their expectations for exceptional customer service.
Highlight Relevant Qualifications: If you have made progress towards professional studies, such as CII qualifications, be sure to mention this in your application. This shows your commitment to professional development and aligns with the company's support for further education.
Showcase Your Flexibility: Since the role offers a hybrid working model, express your adaptability and willingness to organise your schedule for client visitations. Highlight any previous experience managing remote client relationships effectively.
How to prepare for a job interview at Cryer Baker Recruitment Ltd.
✨Showcase Your Client Management Skills
Since the role focuses on client servicing, be prepared to discuss your previous experiences in managing client relationships. Highlight specific examples where you successfully retained clients or resolved issues, as this will demonstrate your capability in handling the existing portfolio.
✨Demonstrate Your Knowledge of Commercial Insurance
Brush up on your knowledge of commercial insurance, especially across various classes of business. Be ready to discuss how your understanding can benefit the clients you'll be working with, as this will show your commitment to providing exceptional service.
✨Emphasise Your Organisational Skills
The role requires a high level of organisation, especially when managing client visitations and diary scheduling. Prepare to share examples of how you've effectively organised your workload in the past, which will reassure the interviewer of your ability to manage multiple clients efficiently.
✨Be Open About Your Professional Development Goals
Since the company supports CII qualification, express your interest in professional development during the interview. Discuss any progress you've made towards your studies and how you plan to continue growing in your career, as this aligns with their values of supporting employee growth.
