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High Value Client Relationship Manager
3 weeks ago
We are seeking a Senior Client Service Executive who is responsible for handling and growing a portfolio of high-value clients, including corporate house accounts with a focus on the allied health sector.
This role involves responding to and triaging inbound warm leads from marketing campaigns, referrals, digital channels and existing client networks. The successful candidate will be responsible for qualifying prospects and identifying suitable insurance solutions in line with client needs and business appetite.
Key Responsibilities:- Respond to and triage inbound warm leads from marketing campaigns, referrals, digital channels and existing client networks.
- Qualify prospects and identify suitable insurance solutions in line with client needs and business appetite.
- Follow up on leads in a timely and professional manner to maximize conversion rates.
- Maintain accurate records of lead status, client interactions and opportunities using CRM tools. Ensure all advice and transactions meet compliance requirements, including record-keeping and disclosure obligations.
- Preparation of quotes, proposal and policy documentation in line with internal processes.
- Drive cross selling and upselling initiatives within existing portfolios.
- Handle a portfolio of high-net-worth and corporate clients, ensuring a high level of client satisfaction, retention and engagement.
- Deliver comprehensive risk management advice and insurance solutions tailored to the specific needs of the allied health sector.
- Act as a trusted advisor by understanding clients' businesses in depth and proactively offering valued added insights and solutions.
- Represent the business professionally in client meetings, industry events and presentations where needed.
- Enhance the client experience through outstanding customer service.
- Ensure a smooth onboarding experience for new clients, collaborating with both internal and external partners where required.
- Act as a key contact for client queries, renewals, policy changes and coverage advice.
- Provide a high standard of service and professional advice throughout the sales process and policy lifecycle.
- Keep up to date with industry, product and legislative developments.
- Tier 1 accreditation or higher
- Demonstrated technical understanding of a broad range of insurance products – including financial lines.
- Ability to balance sales drive and service excellence.
- Initiative-taker who thrives on hitting targets and delivering results.
- Excellent attention to detail and time management.
- Comfortable working in a fast-paced environment with multiple priorities.
- Commercial acumen and a consultative mindset
- Strong interpersonal, negotiation and communication skills.
- Experience using Microsoft Office Package (Word, Excel, Outlook, PowerPoint) and Salesforce
This is an exciting opportunity for individuals who are passionate about delivering exceptional client experiences and driving business growth. If you have the skills and expertise to excel in this role, we encourage you to apply.
Please note that only applicants who meet the specified requirements will be contacted for further consideration.
