Client Manager Personal Lines
Core
Manage and develop the Personal Lines client portfolio, ensuring high service standards and effective insurance needs management.
Role type
Client Manager (Personal Lines)
Builds
Insurance solutions for private clients
Domain
Insurance
Deliverable
client delivery
Required skills
knowledge of private client insurance products, quotation and offer preparation, portfolio retention and development, cross-selling and upselling, Microsoft Office proficiency
Preferred skills
degree in economic, legal, or related fields
Responsibilities
manage and develop the Personal Lines client portfolio, curate client relationships to ensure retention, coordinate insurance programs for private clients, prepare quotes and offers with partner companies, collaborate with Client Assistants and Motor Specialists, identify cross-selling and upselling opportunities, monitor portfolio performance to support commercial goals
Seniority
Mid-Senior (10 years experience)