Client Manager - Corporate

Client Manager - Corporate

ABOUT WF RISK GROUP

Our Group is an award-winning, independent, family-owned, and run, and has been operating for over 45 years. It encompasses Willis Insurance & Risk Management, WF Risk Insurance Brokers GB. WF Risk Insurance Brokers Ireland DAC, Arden Insurance Brokers and Compass Insurance Brokers.

We provide services including Insurance, Risk Management and Health & Safety Consultancy, Employment Services and HR Consultancy, Employee Benefits, Wealth Management and Accident Investigations Services. our unique blend of experience, insight and ingenuity has helped us to establish our reputation for fully understanding various industry sectors in commercial business. Our client-focused approach allows us to simplify risks to deliver bespoke risk management programmes and peace of mind for our clients.

DEVELOP YOUR CAREER WITH US

The WF Risk Group has experienced significant expansion over the last four years, with several acquisitions, a staff headcount doubling, and a rebrand. We have ambitious plans to continue along this growth trajectory and we are interested in hearing from talented and innovative individuals to join our dynamic teams.

As Corporate Chartered Insurance Brokers, we actively encourage all employees to pursue learning and development opportunities by providing CII Membership, study support material as well as study leave, and a financial bonus upon successful completion of CII qualifications. We encourage knowledge sharing and have developed a coaching culture where knowledge is cascaded, ensuring everyone has an opportunity to benefit from the experience and expertise within our team.

Is the next step in your career to move into an established organisation known for excellent service standards?

THE PACKAGE

We value the needs of our employees. As such, our team is offered a competitive salary and extensive benefits package including 25 days annual leave in addition to all public and bank holidays, private medical insurance, health cash plan, employer pension contributions, occupational sick pay, income protection insurance, and group life assurance. Other perks include frequent social events, training support and professional membership & subscription support, employee discounts, and incentive schemes.

THE OPPORTUNITY

We have opportunities available for a Client Manager in our Corporate Insurance team. Working with us as a Client Manager will give you the opportunity to demonstrate your skills by building and maintaining strong relationships with clients across a wide range of industry sectors.

About the role

On a daily basis you will showcase your skills and knowledge by:

• proactively managing valued client and insurer relationships.
• negotiating, placing, and reporting to clients at renewal mid-term and new business stages.
• ensuring adequacy and appropriateness of cover.
• managing personal workloads and meeting deadlines.
• keeping accurate client records and files at all times, including timely inputting of all client data into our bespoke system.
• providing clients with high-quality policy documentation in accordance with FCA regulations.
• building good working relationships with the Client Account Executives, Client Account Directors, and the wider team.
• responding to client queries, including changes in cover and risk, in a professional and timely manner
• attending occasional client visits/meetings in support of the Client Account Executive or Client Account Director.
• ensuring that Company procedures, excellent client service standards, and compliance regulations are adhered to and maintained.
• contributing to the achievement of team and business objectives by generating sales, identifying gaps, up-selling and cross-selling.

THE IDEAL CANDIDATES

Essential Criteria

Our next Client Managers should have a minimum of 2 years of broking experience, with good all-around corporate/commercial insurance experience and technical knowledge across a range of classes of insurance products.

• enthusiastic client focused approach;
• ability to develop strong client and insurer relationships.
• ability to support colleagues in a close team environment;
• strong working knowledge and understanding of most commercial classes of business and associated insurance products;
• keen attention to detail and the ability to prepare high quality documentation;
• highly organised with strong administrative skills;
• IT proficient; (Acturis experience desirable)
• high level of motivation and resilience with a proactive attitude.

Desirable Criteria

• In possession of or working towards Cert CII

DATA PROTECTION

WF Risk Group is committed to protecting the privacy and security of your personal information. Our Privacy Notice, detailing how we collect and use personal information about you as a job applicant, in accordance with the General Data Protection Regulation (GDPR), is available on our Company Website.

About the company

Established in Belfast in 1978, the Group have developed a robust and respected leadership team, with over 150 dedicated colleagues. These expert teams have streamlined their processes, aiming to provide their clients with better value and a smoother service.

Our staff, within the Group, have built strong relationships with insurers and their clients, putting excellent customer service and specific industry knowledge at the heart of everything they do.

Across the Group, we provide services including Insurance, Risk Management and Health & Safety Consultancy, Employment Services and HR Consultancy, Employee Benefits, Wealth Management, Accident Investigations Services and Underwriting.

Required Criteria

• In possession of Cert CII
• minimum of 2 years of Corporate broking experience
• good all-around corporate/commercial insurance experience
• technical knowledge across a range of classes of insurance products
• ability to develop strong client and insurer relationships

Desired Criteria

• Acturis experience
• In possession of or working towards DIP CII or Advanced Diploma

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