Whytematter are delighted to be recruiting for our award-winning client of an independent, family-owned and run business, that has been operating for over 45 years and expanding their team and are recruiting a Client Manager

They provide services including Insurance, Risk Management and Health & Safety Consultancy, Employment Services and HR Consultancy, Employee Benefits, Wealth Management and Accident Investigations Services. Their unique blend of experience, insight and ingenuity has helped them to establish their reputation for fully understanding various industry sectors in commercial business. Their client-focused approach allows them to simplify risks to deliver bespoke risk management programmes and peace of mind for their clients.

THE PACKAGE

They value the needs of their employees. As such, their team is offered a competitive salary, hybrid working and extensive benefits package including 25 days annual leave in addition to all public and bank holidays, private medical insurance, health cash plan, employer pension contributions, occupational sick pay, income protection insurance, and group life assurance. Other perks include frequent social events, training support and professional membership & subscription support, employee discounts, and incentive schemes.

THE OPPORTUNITY

They have opportunities available for a Client Manager in our Corporate Insurance team. Working with them as a Client Manager will give you the opportunity to demonstrate your skills by building and maintaining strong relationships with clients across a wide range of industry sectors.

On a daily basis you will showcase your skills and knowledge by:

• proactively managing valued client and insurer relationships.
• negotiating, placing, and reporting to clients at renewal mid-term and new business stages.
• ensuring adequacy and appropriateness of cover.
• managing personal workloads and meeting deadlines.
• keeping accurate client records and files at all times, including timely inputting of all client data into our bespoke system.
• providing clients with high-quality policy documentation in accordance with FCA regulations.
• building good working relationships with the Client Account Executives, Client Account Directors, and the wider team.
• responding to client queries, including changes in cover and risk, in a professional and timely manner
• attending occasional client visits/meetings in support of the Client Account Executive or Client Account Director.
• ensuring that Company procedures, excellent client service standards, and compliance regulations are adhered to and maintained.
• contributing to the achievement of team and business objectives by generating sales, identifying gaps, up-selling and cross-selling.

THE IDEAL CANDIDATES

Essential Criteria

Client Managers should have a minimum of 2 years of broking experience, with good all-around commercial insurance experience and technical knowledge across a range of classes of insurance products.

• enthusiastic client focused approach;
• ability to develop strong client and insurer relationships.
• ability to support colleagues in a close team environment;
• strong working knowledge and understanding of most commercial classes of business and associated insurance products;
• keen attention to detail and the ability to prepare high quality documentation;
• highly organised with strong administrative skills;
• IT proficient; (Acturis experience desirable)
• high level of motivation and resilience with a proactive attitude.

Desirable Criteria

• In possession of or working towards Cert CII

Skills:
Insurance broking Insurance Brokerage Risk Management Compliance Customer Care Sales

Benefits:
Group Life Assurance Medical Aid / Health Care Pension Fund Paid Holidays Funeral Plan