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For Companies At a Glance
- Tasks: Manage client relationships and deliver exceptional service to enhance client satisfaction.
- Company: Join Lockton, a leading insurance brokerage with a focus on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by helping clients navigate their insurance needs and drive business growth.
- Qualifications: Experience in client relationship management and strong communication skills.
- Other info: Dynamic workplace with opportunities for career advancement and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Purpose: To develop, manage, preserve and enhance the relationship and service provided to clients. To ensure delivery of an exemplary service and contribute towards expanded client revenue goals, including assisting in the acquisition of new business.
Key Tasks & Duties:
- Corporate account handling as assigned by EB Director and/or Head of CRM.
- Build relationships with clients at various levels of decision makers, account management, act as main point of escalation, develop and execute renewal strategies along with EB Director and/or Head of CRM, ensure wellness proposition delivery.
- Understand clients' benefit requirements and provide advice on insurers' services, coverage and pricing.
- Provision of the day-to-day servicing of a client’s insurance program to support retention and development of the business.
- Expansion of services to the clients.
- Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
- Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Head of CRM and/or EB Director.
- Ensure compliance requirements are fully met. Lockton client records well maintained.
- Ensure that clients understand the Lockton cash collection terms and monitor and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
- Review with appropriate Lockton associates at the earliest opportunity, any case under threat or where perceived vulnerable and implement, monitor and oversee a plan of action.
- Execute the Lockton value proposition for key clients (Claims review, Inductions, wellness proposition etc).
- Support consulting projects and development of new lines of business (Explore Cross selling opportunities).
- Support colleagues in absence & support Head of CRM in training new team members & exhibit excellent team spirit.
- Support with the new ideas or requirements to support development of new systems.
- Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company.
- Knowledge of the resources available within Lockton and how to source such services. An understanding of the relevant classes of business.
- Ability to identify opportunities for business development.
- An understanding of Lockton cash collection processes including but not limited to general insurance accounting and client invoicing.
- An understanding of the general, legal principles of insurance.
- An understanding of insurer rating methods for each class of insurance.
- An understanding of risk management concepts and when these are useful to clients.
- Ability to broker and service the insurance needs of clients.
- Ability to prepare a broking presentation that accurately reflects the cover required and meets the clients' demands and needs.
Candidate Profile:
- 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.
- Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.
- 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 financial success.
- Promotes growth through excellence in service provided.
- Identifies and promotes cross selling opportunities.
- Works with clients, markets & associates to ensure cash management is within agreed standards and targets.
- Drive service excellence, efficiency, & productivity through effective business operational processes.
- Demonstrates flexibility to change.
- Ensures quality is evidenced.
- Ensures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures.
- Maintains specialised knowledge in order to provide maximum value to the client.
Senior Client Relationship Manager in Peacehaven employer: Lockton Companies
Contact Detail:
Lockton Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Relationship Manager in Peacehaven
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews like a pro! Research the company, understand their values, and be ready to discuss how you can contribute to their goals. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, plus it gives you another chance to reiterate why you're the perfect fit for the role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining us. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Senior Client Relationship Manager in Peacehaven
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Client Relationship Manager role. Highlight your experience in managing client relationships and delivering exceptional service, as these are key to what we’re looking for at Lockton.
Showcase Your Communication Skills: Since clear and concise communication is crucial, use your application to demonstrate this. Keep your language straightforward and professional, and make sure to proofread for any typos or errors before hitting send!
Highlight Relevant Experience: Don’t forget to mention any specific experiences that relate to corporate account handling or risk management. We want to see how you’ve successfully navigated similar challenges in the past and how you can bring that expertise to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Lockton!
How to prepare for a job interview at Lockton Companies
✨Know Your Clients Inside Out
Before the interview, research Lockton's client base and their specific needs. Understand the types of insurance services they offer and how you can enhance client relationships. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight how you managed expectations and resolved issues, as this role heavily relies on strong interpersonal skills.
✨Be Ready to Discuss Business Development
Think about ways you've identified opportunities for business growth in previous roles. Be prepared to discuss strategies for cross-selling and expanding services, as this is a key part of the Senior Client Relationship Manager position.
✨Demonstrate Your Commitment to Continuous Learning
Lockton values personal development, so be ready to talk about any training or workshops you've attended recently. Share how these experiences have helped you grow professionally and how you plan to continue developing your skills in the future.
