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Client Relationship Manager
2 months ago
About the Role:
Au008 Marsh Advantage Insurance Pty Ltd is seeking a highly skilled Client Relationship Manager to join our team in Melbourne. As a key member of our Affinity team, you will be responsible for driving the growth, profitability, and client satisfaction of a book of business containing complex priority accounts.
Key Responsibilities:
- Maintain and grow personal relationships and a small book of business, contributing to personal or team sales targets while overseeing the portfolio of minor accounts held by a small team of junior sales professionals.
- Coach sales professionals on the account management and expansion process, intervening when necessary to offer guidance and prevent relationship losses for at-risk team accounts.
- Conduct and analyze research to maintain a comprehensive understanding of personal accounts and coinciding business needs, as well as core team accounts to maintain a comfortable handle on the portfolio at large.
- Attend or participate in presentations or sales meetings for priority or at-risk team accounts when necessary to develop team capabilities and maintain the team portfolio.
- Identify expansion opportunities for personal and team accounts, leveraging an advanced understanding of internal service and product offerings, market trends and developments, and the business standing of specific accounts.
- Define the strategy for custom solution development for the team portfolio for the designated mid-market or small geography, communicating product and solution sales targets, compensation and pricing expectations.
- Attend and participate in industry events and conferences and client functions to build up a strong professional network, maintain proximity to the relevant market, and represent the Company and its product offerings and solutions.
Requirements:
- Strong experience within a commercial insurance and risk consulting environment.
- Insurance broker's license.
- Strong business acumen, including a well-rounded knowledge of general business function, finance, and issues.
- Good problem-solving skills.
- Strong interpersonal skills, with the ability to interact at all levels of the organization, including the 'C' Suite.
- Strong organizational skills in prioritizing work, multi-tasking, and consistently meeting deadlines.
About Us:
Au008 Marsh Advantage Insurance Pty Ltd is a leading provider of insurance and risk management solutions. We are committed to delivering exceptional service and value to our clients, and we are seeking a talented and motivated individual to join our team.
