Client Relationship Manager - Insurance (Smallholders)

Bucks Skills Hub; Milton Keynes; On-site; GBP 35,000 - GBP 45,000; Full time

Job summary

A local skills organization based in Milton Keynes is seeking a proactive Client Manager to oversee client insurance accounts. You will provide top-notch customer service, maintain compliance with regulatory standards, and ensure meticulous policy administration. The ideal candidate possesses extensive knowledge of insurance products and excellent communication skills. Proficiency in Acturis and CRM is essential. This role offers a chance to build strong client relationships and contribute to overall business success.

Qualifications

• Strong attention to detail and organizational skills required.
• Excellent communication and interpersonal abilities.
• Ability to work under pressure and meet deadlines.
• Knowledge of insurance products and regulatory requirements.
• Proficiency in Acturis and CRM systems.

Responsibilities

• Act as primary point of contact for clients regarding their insurance policies.
• Build and maintain relationships to ensure client satisfaction and retention.
• Process new business, renewals, mid-term adjustments, and cancellations.
• Ensure compliance with FCA regulations and company policies.
• Prepare and issue invoices, ensuring timely collection of premiums.

Skills

Strong attention to detail

Excellent communication

Organizational skills

Ability to work under pressure

Knowledge of insurance products

Proficiency in Acturis

Tools

Acturis

CRM systems

Job description

A local skills organization based in Milton Keynes is seeking a proactive Client Manager to oversee client insurance accounts. You will provide top-notch customer service, maintain compliance with regulatory standards, and ensure meticulous policy administration. The ideal candidate possesses extensive knowledge of insurance products and excellent communication skills. Proficiency in Acturis and CRM is essential. This role offers a chance to build strong client relationships and contribute to overall business success.