Client Relationship Manager - Risk Manage Account - Insurance

Risk Manage Account - Client Relationship Manager

- Maintain and improve client satisfaction, retention, revenue and profitability.

- Delivery of proper insurance broking and consultancy services to the satisfaction of AGIB clients.

- Prepare client plans and co-ordinate the overall end-to-end service delivery to agreed standards.

- To conduct risk assessment, risk profiling, insurance cover design, liaison and negotiate with insurance market, placement administration/maintenance of cover, general risk consulting advice,

- Claims advice, at a service level in accordance with the - best practice- of the division and Global Business Unit standard.

- Develop within the role and increase technical insurance knowledge

- Manage renewal, retention and growth of existing accounts with effective client relationships.

- Co-ordinate the overall renewal process and ongoing service needs.

- Individually initiate and close new business opportunities from potential clients and Aon network and, where required, support the dept head.

- Analyse clients- coverage needs, collect and analyse relevant information to identify risk transfer solutions.

- Advice clients and colleagues on the scope of coverage available for different products to establish the appropriate product that meets the clients' coverage needs.

- Review and quality check insurance documentation at a pre-determined stage in the process to establish whether the selected product accurately reflects clients' coverage requirements.

- Produce all re-insurance documentation for negotiation and confirmation of coverage i.e. includes co-ordination of timely delivery of documentation to the client).

- Establish and maintain risk placement files, ensure all risk information is accurate, complete and up-to- date and distribute information to appropriate individuals when required.

- Work with other professionals on an individual account or a portfolio of accounts to ensure that relevant information is shared among appropriate individuals and required actions are taken to meet clients' needs.

- Assist developing promotional materials and participate in trade shows, conferences, marketing and PR campaigns designed to enhance the image of products and services.

- Provide advice to clients and colleagues on market developments and share knowledge of market trends to enhance the overall value proposition.

- Ensure the appropriate staff are aware of all risks with warranties. Review status ensuring warranties are met.

- Ability to cross sell and up-sell.

- Ensure client retention and improve revenue for the company with new business and cross sell opportunities

- Prepare market submissions and presentations for new business and renewals to ensure that they effectively sell the clients risk to the market

- Prepare and maintain cross-sell matrix for clients handled.