Senior Client Relationship Manager

Purpose

The purpose of the role is to manage a portfolio of existing Reverse-Flow SME and Corporate Life and medical clients and to support cross sales and increased revenue within the portfolio. This role is part of the People Solutions International Benefits Team

Key Tasks & Duties

• Manage a portfolio of mid/large SME clients and Corporate clients (medical and life).
• Be responsible for the business retention of said portfolio.
• Build strong relationships with Clients local and global offices
• Understand client requirements and provide advice on insurers services, policy performance, coverage and pricing.
• Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
• Provision of the day-to-day servicing of a client’s insurance programme to support retention and development of the SME and Corporate business.
• Ensure compliance requirements are fully met.
• Maintain up to date records of client’s folders, compliance requirement, finance booking reference, renewal reports, etc
• Work in partnership with the Global Business, Wellness, Operations, Finance, Claims, and Placement teams to best support clients with the goal of increased retention and revenue.

Officership Behaviours

Provide Excellence in Service to Our Clients, Our Markets, & Our Associates

• Takes personal responsibility for managing internal and external client relationships.
• Takes pride in and accountability for understanding and exceeding client expectations.
• Focuses on adding value.
• Delivers on and exceeds client expectations. Knows what the client desires and impresses them by delivering exceptional value.
• Written and verbal communication is clear and concise.

Provide commitment to the development of ourselves & our associates

• Attend in house classes and workshops for continuing development.
• Attend training programs, conferences or courses to improve present job skills.
• Complete all mandatory training within agreed timescales.
• Take responsibility for own career and development.
• Treat all associates with dignity, fairness and respect.
• Represents Lockton well within the community.

Be committed to enabling success

• Promotes growth through excellence in service provided.
• Identifies and promotes cross selling opportunities.
• Identifies any gaps in coverage and address with the client proactively.
• Works with clients, markets & associates to ensure client management is within or exceeds agreed standards and targets.

Drive service excellence, efficiency, & productivity through effective business operational processes

• Demonstrates flexibility to change.
• Identifies improvement opportunities.
• Ensures quality is evidenced.
• Ensures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures.
• Maintains specialised and up-to-date knowledge in order to provide maximum value to the client.

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