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Client relationship specialist

Adelaide
beBeeExecutive
Posted: 25 August
Offer description

Key Role: Account Executive

About the Role:

* We are seeking a highly motivated and experienced Account Executive to join our team.
* The successful candidate will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.
* This is an excellent opportunity for a driven individual who is passionate about delivering results and building strong relationships.

Job Description:

* Assist Senior and Principal Account Executives in all aspects of client services, including client contact, administration and technical support.
* Support brokers and clients with alternative risk finance solutions and discretionary trusts, managing accounts, providing advice, and administering plans.
* Day-to-day client service and account management across various solutions to enhance service quality and retention.

Responsibilities:

* Support in developing and managing customised risk management and insurance programmes.
* Building and maintaining long-term relationships with key client decision makers through regular meetings.
* Understanding clients' business, risk management, and insurance needs.
* Implementing renewal and broking strategies as instructed.
* Developing additional business from existing portfolios and acquiring new clients.
* Introducing new products aligned with company strategies to benefit clients.
* Assisting with account retention and defence strategies.
* Supporting claim negotiations to achieve fair settlements for clients.
* Maintaining accurate, up-to-date client records in accordance with company principles.

Requirements:

* Tier 1 qualification.
* MIS Compliant or willingness to obtain.
* Demonstrated experience within the insurance industry.
* Excellent communication and interpersonal skills.
* Proficient Excel skills.
* Ability to produce a high standard of work, demonstrating accuracy and attention to detail.

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