Relationship Manager

Purpose for the Job

• To manage and nurture client relationships, ensuring high levels of satisfaction and trust, while driving long term business retention and identifying opportunities for organic growth.

Duties and Responsiblities

• Develop and execute data-driven, client-specific strategies and tactical plans to deliver measurable value.
• Maintained deep knowledge of industry trends, regulations, and best practices to provide clients with timely and relevant insights
• Build and nurture long-term client relationships through regular meetings, technical advisories, and proactive resolution of service issues.
• Adhere to and recommended enhancements to defined client servicing framework by benchmarking industry best practices and analyzing performance matrixes.
• Intentional study and gain in-depth understanding of clients’ strategic objectives to tailor products and solutions that are aligned with their goals and operational needs.
• Drive client satisfaction by owning issue resolution from initiation to closure, ensuring transparent and timely communication.
• Maximized revenue per account by identifying and delivering additional services, ensuring high levels of retention and engagement.
• Identified cross-sell and up-sell opportunities while also sourcing new business through industry networking.
• Act as the primary liaison between clients, internal teams and respective underwriters to ensure consistent and integrated service delivery.
• Deliver effective account management, including performance reviews, policy renewals, and customized engagement strategies.
• Client debt management and ensuring compliance with credit terms and collaborating with finance to minimize risk.

Key Result Areas

The accountability areas are as follows.

• Quality Service.
• Client retention.
• Customer satisfaction.
• Meetings Attended.
• Key Competencies
• High analytic skills. 
• Good communication skills. 
• Good negotiation skills. 
• Excellent broking skills.

Knowledge And Skills Required

The job holder must possess: 

• At least 3 years’ relevant experience. 
•  Strong written and verbal communication skils. 
• Report writing skills. 
• Good people management skills. 
• Organizational and analytical skills . 
• Analytical and negotiation skills. 
• PowerPoint presentation skills.

Professional and Academic Qualifications

•  A bachelor’s degree in business, customer relations management or equivalent. 
• Diploma in Insurance 
•  AIIK / ACII. 
• Master’s degree