14 Jul 2021

Client Relationship Executive - Pensions and Savings

Ref 33787

An insurance business is seeking a Client Relationship Executive - Pensions and Savings, to report to the Client Relationship & Business Development Manager. 

Key duties:

  • Identify cross selling opportunities and generate sales leads based on a good understanding of the client’s needs.
  • Complete and respond on client requests for separate service agreements or due diligence questionnaires.
  • Successfully chase outstanding debts over 45 days and refer problem cases as appropriate.
  • Monitor lost business and reason for cancellation.
  • Develop a customer centric approach within the team.
  • Arrange regular calls with clients and brokers to ensure satisfaction with the plans and administration services and payments.
  • Co-ordinate and maintain the required Client Due Diligence (CDD) documentation for each type of client

The desirable candidate will have the following skills and experience: 

  • Ability to use initiative and contribute to the enhancement of processes & procedures to maximise efficiencies.
  • Ability to provide high quality customer services, professional, client focused approach and to add value to existing client relationships.
  • Ability to present new options to the client and generate sales leads.
  • Excellent communication and problem-solving skills.
  • Relevant business, financial services or Insurance Institute academic qualification.
  • Flexibility and adaptability to meet client’s and business’ needs.
  • Intermediate level experience of Word, Excel and Outlook software.
  • Well organised and ability to plan own work and meet deadlines set.
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