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Client Manager
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6 months ago461 views
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Description
Join a renowned Financial Services Corporate Insurance firm that is committed to excellence and innovation in the ever-evolving financial landscape as a Client Manager, your role as the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees. Responsibilities:Responsible for leading, developing and improving the day to day client relationshipResponsible for building a "client profile" of risks and needs analysis in respect of the portfolio of clients.Responsible for input into the renewal process which includes:preparing pre-renewal documentsmeeting with clientssending renewal notificationssending cancellation letters were applicable.Responsible for structuring insurance programmes to meet the needs of portfolio clients.Responsible for producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiations.Responsible for maintaining and improving client satisfaction, retention, revenue and profitabilityResponsible for compliant dealings with clientsContributes into the development of new business with either existing or new clientsCo-ordinates teams of Client Service Advisors (where applicable) to ensure client service standards are metActs as a support to Strategic Account Manager/ Business Manager on larger, more complex accountsResponsible for credit controlQualifications:A minimum of Grade 12 or equivalentA Bachelors degree is preferableMust be registered as a representative with the FSCA in terms of the FAIS ActMust be registered as an associate with the IISAKnowledge:Excellent knowledge of policy wordingsA comprehensive knowledge of the South short-term insurance marketsAn in-depth strategic knowledge of industry and business strategies and company goalsComputer literacy with advanced know-how in MS Word and Excel.Skills and Attributes:Skill and confidence to articulate the companys proposition and how it differentiates the company and benefit clientsAdvanced analytical, technical and problem-solving skills and abilitiesWell- Developed communication skillsFluency in the English language, both written and spokenGood interpersonal and organizational skillsAbility to work effectively in and with teams.Experience:Have a minimum of 5 - 10 years experience in a similar or related role.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE2OTc4M19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1758294&xid=1108_169783
Id Subtitle 1251460448
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