The Manager Client Experience is responsible for overseeing the delivery of highquality insurance brokerage services to clients. They serve as the a critical point of contact for clients managing relationships and ensuring customer satisfaction while also supporting the sales and marketing efforts of the firm. Possession of RIBO licence is a requirement.
Duties and Responsibilities
Serve as the primary point of contact for clients and markets offering assistance as needed;
Manages and cultivates strong relationships between markets and clients ensures submissions are complete accurate and presented professionally;
Highly responsive to client needs including answering calls and returning messages before the end of each business day and responding to emails within the next business day;
Ensures all data requests from clients and markets are met on time;
Prepares quotes and proposals works with policies with higher limits number of exposures and customization with minimal supervision;
Executes the market strategy negotiates insurance terms solicits options and suggests alternative structures;
Supports and assists in the advancement of the Associate Client Experience;
Organizes and maintains a calendar of renewals expiries
Oversees billings and payment collections to ensure they are received by the deadlines;
Completes additional sales negotiation or prospecting skills training to improve on the job performance;
Follows regulatory affairs competitive market and legal frameworks to ensure the company operates in compliance with regulations and laws;
Meets or exceeds regulatory requirements for continuing education and ensures all licenses are in good standing and successfully renewed in order to transact business;
Mitigates or controls potential risks effectively protecting the company from harm; and
Other duties as assigned.
Minimum Requirements
Bachelors Degree in Business Management Accounting or a related field;
Possession of RIBO licence
Minimum Three 3 years of broking experience;
Completed or actively pursuing the CIP designation;
Salesoriented mindset;
Ability to work collaboratively in a team environment;
Strong interpersonal skills to influence others without authority;
Demonstrated ethical decisionmaking abilities;
Effective at building and maintaining relationships; and
Proficient conflict resolution and management abilities.
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