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Client Relationship Executive – Insurance, Guernsey

2022-06-09 18:23:052022-07-08 Personnel Appointments
Job Type Permanent
Area ALL, United Kingdom ALL United Kingdom
Sector Insurance
Start Date ASAP
Job Ref XS210452
Job Views 29
Description
Our client specialises in offering life-insurance-based wealth management and employee benefit solutions to a global audience is seeking to recruit a Client Relationship Executive – Insurance.

Key responsibilities will include;

•To identify cross selling opportunities and generate sales leads based on a good understanding of the client’s needs.
•To complete and respond on client requests for separate service agreements or due diligence questionnaires.
•To successfully chase outstanding debts over 45 days and refer problem cases as appropriate.
•To monitor lost business and reason for cancellation.
•To develop a customer centric approach within the team.
•To build relationships with clients/brokers and respond to technical queries in a timely manner.
•To manage a portfolio of Retirement and Savings clients with high levels of customer service and demonstrate extensive technical knowledge of their Products.
•To achieve a client retention rate of 85% plus on all clients.
•To review and prepare client documentation for sign off in a timely and accurate manner.

The successful candidate will have:

•The ability to provide high quality customer services, professional, client focused approach and to add value to existing client relationships.
•Ability to present new options to the client and generate sales leads.
•Relevant business, financial services or Insurance Institute academic qualification.
•Flexibility and adaptability to meet client’s and business’ needs.
•Intermediate level experience of Word, Excel and Outlook software.

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.




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