Client Relationship Executive

Our client is seeking a Client Relationship Executive to efficiently manage a portfolio of Life and Disability clients. This role requires exceptional client service and extensive technical knowledge of Life and Disability products. The successful candidate will collaborate closely with the company Corporate Services team both locally and across jurisdictions, as well as with partners and stakeholders, to develop optimal solutions tailored to the global needs of clients. This position not only involves handling client relationships but also supporting sales processes and contributing to internal efficiencies. The candidate must possess a strong attention to detail and exhibit excellent time management and prioritisation techniques. Additionally, this role is results-focused and deadline-driven, necessitating a self-starter attitude and the ability to work independently. The candidate should be adept at establishing strong relationships and maintaining effective communication across multiple regions.

Job Duties:

• Cultivate solid relationships with clients and brokers through the provision of exceptional service and strong communication.
• Establish and maintain robust relationships with multinational clients, brokers, and intermediaries.
• Arrange regular calls with allocated brokers and clients to ensure satisfaction with renewals, quotes, general administration, and claim management.
• Organise and carry out broker/client presentations as required.
• Co-ordinate timely preparation of due diligence questionnaires.
• Prepare and review client documentation in a timely and accurate manner.
• Ensure client-specific documentation is kept up to date and correct.
• Assist junior members of the client services team as required.
• Maintain full knowledge and detail on products, T&Cs, and key market features.
• Build and maintain positive working relationships with Generali Employee Benefits (GEB).

Job Requirements:

• Ideally 3-5 years’ experience within a client service role, preferably within the finance industry.
• Relevant qualifications at certificate/diploma level, i.e. CII, customer services, business studies.
• Knowledge of the insurance industry and/or life and disability products.
• Intermediate level experience of Word, Excel, and Outlook.

What You’ll Love:
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This role offers an opportunity to play a vital part in maintaining and enhancing relationships within the Life and Disability sector. You will work in a collaborative environment, contributing your skills to a team that values professional growth and includes ample opportunities for training and career development. Your expertise in client relationship management will be highly valued as you contribute to the continued success of the organisation.

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