Senior Client Relationship Manager
Dubai, Middle East / North Africa
003645
Senior Client Relationship Manager
Dubai, Middle East / North Africa
003645
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Dubai
Schedule
Full Time Permanent
Job type
Experienced Professional
Workplace
In Office
Your Responsibilities
Purpose
To develop, manage, preserve and enhance the relationship and service provided to clients. To ensure delivery of an exemplary service and contribute towards expanded client revenue goals, including assisting in the acquisition of new business.
Key Tasks & Duties
- Corporate account handling as assigned by EB Director and/or Head of CRM
- Build relationships with client at various levels of decision makers, account management, act as main point of escalation, develop and execute renewal strategies along with EB Director and/or Head of CRM, ensure wellness proposition delivery .
- Understand clients benefit requirements and provide advice on insurers services, coverage and pricing.
- Provision of the day to day servicing of a client’s insurance program to support retention and development of the business. Expansion of services to the clients
- Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
- Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Head of CRM and / or EB Director
- Ensure compliance requirements are fully met. Lockton client records well maintained.
- Ensure that clients understand the Lockton cash collection terms and monitor and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
- Review with appropriate Lockton associates at the earliest opportunity, any case under threat or where perceived vulnerable and implement, monitor and oversee a plan of action.
- Execute the Lockton value proposition for key clients (Claims review , Inductions., wellness proposition etc)
- Support consulting projects and development of new lines of business.( Explore Cross selling opportunities)
- Support colleagues in absence & support Head of CRM in training new team members & exhibit excellent team spirit
- Support with the new ideas or requirements to support development of new systems
Competencies
- Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company.
- Knowledge of the resources available within Lockton and how to source such services. An understanding of the relevant classes of business.
- Ability to identify opportunities for business development.
- An understanding of Lockton cash collection processes including but not limited to general insurance accounting and client invoicing.
- An understanding of the general, legal principles of insurance.
- An Understanding of insurer rating methods for each class of insurance.
- An understanding of risk management concepts and when these are useful to clients. Ability to broke and service the insurance needs of clients.
- Ability to prepare a broking presentation that accurately reflects the cover required and meets the clients' demands and needs.
Qualifications
Provide Excellence in Service to Our Clients, Our Markets, & Our Associates
- Takes personal responsibility for managing internal and external client relationships.
- Takes pride in and accountability for understanding and exceeding client expectations.
- Focuses on adding value.
- Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.
- Written and verbal communication is clear and concise.
Provide commitment to the development of ourselves & our associates
- Attend in house classes and workshops for continuing development.
- Attend training programs, conferences or courses to improve present job skills.
- Complete all mandatory training within agreed timescales.
- Take responsibility for own career and development.
- Treat all associates with dignity, fairness and respect.
- Represents Lockton well within the community.
Be committed to enabling financial success
- Promotes growth through excellence in service provided
- Identifies and promotes cross selling opportunities
- Works with clients, markets & associates to ensure cash management is within agreed standards and targets
Drive service excellence, efficiency, & productivity through effective business operational processes
- Demonstrates flexibility to change
- Identifies improvement opportunities
- Ensures quality is evidenced
- Ensures compliance with relevant legal and regulatory requirements through following
- Lockton policies and procedures
- Maintains specialised knowledge in order to provide maximum value to the client
#LI-YK1
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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