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Job Location | London |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Recognising the unique structure of the Insurance Asset Management relationship model, the Client Manager is expected to be either demonstrating or substantially working towards the following:• A pro-active relationship with Client Directors (CD) sharing opinions, insight about clients• A high and increasing level of responsibility and accountability for client relationship• A goal of zero E&Os from the Insurance Asset Management service process• Strong, positive feedback on the strength of the service relationshipKnowledge / SkillsRegulatory knowledge• Recognising the unique requirements of the insurance client business, the CM is expected to demonstrate or be substantially working towards:• In-depth understanding of insurance company regulation as it impacts service / reporting• Able to lead Solvency II discussion internally and externally on service/reporting mattersExternal relationship management• Manage and develop relationships with clients, especially administrative/operational counterparts• Gain an in-depth understanding of administrative function• Proactively shape service proposition• Attend client meetings regarding operational matters and client hospitality events.Internal relationship management• Build strong relationships in key operational departments across the business• Represent the client relationship internally• Work with other departments to ensure the smooth running of the client portfoliosClient queries• Respond promptly and professionally to operational / investment queries from clients• Assist the Client Directors with complex client enquiries and requests• Act as the named contact for all administrative issues• Deal with all day-to-day issues in the absence of the Client DirectorsMaintenance of records• Ensure client information is up-to-date and maintained in relevant systems• Work with Client Directors to manage clients• Brief the Client Director on administration / performance issues prior to any meeting• General assistance to Client Director on client specific tasks and issuesClient reporting and service performance• Work with Client Director to produce all forms of client reporting• Produce bespoke reports for clients, where appropriate• Ensure clients are set up to and receive all the appropriate reports• Look to standardise reporting where possible• Report on client service performance, progress and issuesTransitions• Co-ordinate with the Transitions Team to ensure efficient on/off boarding of client portfolios• Maintain knowledge of products, regulation, clients and operational procedures• Ensure knowledge of key areas is maintained to ensure queries can be answered efficiently