We have a great opportunity for a Client Services Executive , working for a leading provider of Wealth and Corporate Solutions.
Responsibilities in this role include:
To work closely with Pricing to co-ordinate and prioritise rate reviews while monitoring loss ratio.
To identify cross selling opportunities and generate sales leads based on a good understanding of the clients needs.
To monitor rate acceptance, discuss terms with the broker/client to conclude negotiations successfully.
To attend client pitches as part of the rate review process
To agree and negotiate client service level agreements
To complete and respond on client requests for separate service agreements or due diligence questionnaires
To successfully chase debts and refer problem cases as appropriate
To monitor lost business and reason for cancellation
To develop a client centric approach within the team
More information about the role is available upon request contact the team today for further details.