Client Relationship Executive

Location

Description

- CBD Sydney - Relationship - National Insurance Broker A well known Australian Insurer is on the look out for his next Client Relationship Executive. In this role, you will be the principal point of contact with all the stakeholders of the business whilst advising the clients in relation to their insurance requirements. Your key responsibilities : Deliver on the growth and retention strategies of the business and meet annual client services’ targets.

Work closely with clients to ensure appropriate covers and levels of cover are in place so all potential exposures are covered and any losses are properly met. Deliver client presentations on insurance products, issues or performance as required. Ensure client visitation plans are carried out according to schedule whilst ensuring service standards are maintained.

Identify opportunities to offer new products to existing clients. Manage debtors for the portfolio of clients and ensure that all premiums are paid within appropriate timeframes. Work with the State Manager to identify prospective clients and develop appropriate strategies for growth of business and build a data base of prospective clients through research within agreed timelines.

Report any concerns with client financial accounts and escalate accordingly to the state manager and required management. About you : Tertiary Qualification and/or sales experience in insurance industry. Experience in working in an insurance or risk services environment.

Qualification in Tier 1 General Insurance Providing Advice Demonstrated ability to collect, analyse and present information using word processing, project management, spread sheet and presentation software packages. Experienced in maintaining accurate client data in a CRM database. If you are interested feel free to apply directly or to contact Sofie on 0422761340 or on Sofieblakeoliver.

com.au.

Company
Blake Oliver Consulting
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Posted

27 May 2020

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