Client Account Handler

Client Account Manager

Objectives: The Client Account Manager will play a key role in nurturing client relationships, driving revenue growth, and enhancing overall business profitability, all while ensuring full compliance with FCA standards. This dynamic role requires delivering exceptional service to meet the unique insurance needs of each client.

Key Responsibilities:

• Efficiently manage all aspects of new business, renewals, mid-term adjustments, claims, and client queries.
• Deliver premium financing arrangements with precision and professionalism, whether during meetings or office visits.
• Offer expert advice on a range of insurance products, ensuring each solution is tailored to the individual needs of the client.
• Address debt queries promptly and in line with company procedures.
• Uphold FCA compliance at all times by following rigorous internal checklists and guidelines.
• Handle and resolve client complaints swiftly and professionally, in accordance with company policies.
• Cultivate strong, lasting relationships with clients, providing ongoing product guidance and support.
• Secure both new and renewal business by collaborating with insurers to present the best coverage options.
• Attend client and underwriter meetings as required.

Key Performance Indicators:

• Demonstrate a comprehensive understanding of FCA regulations, ensuring full compliance.
• Meet all reporting requirements set by the FCA, ensuring team adherence to these standards where necessary.
• Conduct thorough file and sales audits to maintain compliance with regulatory standards.
• Proactively engage with Treating Customers Fairly (TCF) initiatives, ensuring clients receive the best possible service.

Professional Development:

• Continuously enhance your skills through regular training and assessment.
• Participate in supervision, team meetings, and actively represent the company at industry events.

Administration & Security:

• Prioritise client communications, ensuring swift and efficient responses.
• Maintain accurate, compliant records and adhere strictly to confidentiality and data protection protocols.

This role offers a unique opportunity to build strong client relationships and contribute to the continued success of the business.