Client Account Manager

Role Overview

• A principal point of contact for day to day technical queries for both nominated Clients, Team Leaders, Broker and Insurer
• Support the Industries Lead with the Segment plan
• Prepare and maintain an up to date Client Plan
• Prepare for and attend Claims and performance review meetings with the client to include focus on KPIs, strategy and account management alongside the Claims Service Manager and occasionally Sector or Practice lead
• Accountable for managing the financial sales budget for the account including liaising with Finance team members where necessary
• Supporting with development and growth of the overall relationship through interaction and organisation to include:
• Face to face review meetings – claims and strategic
• Training/case surgeries/workshops
• Introducing Value add propositions and risk initiatives working with the Claims Service Managers and Proposition Leads
• Renewal and pricing
• Cross Sell across the wider DUK&I service lines
• Socialising
• Travel and overnight stays to the client offices and/or events where necessary
• Assisting Sector and Practice Leader in preparing for and participating in tenders and/or renewal discussions
• Perform responsibilities in line with any renewal/ bid process
• roles allocated by the Bid Team and which are defined and referenced in Keoghs Bid Protocol
• To ensure compliance with the SRA Code of Conduct at all times
• Working with the CSR Technical Director:
• To deliver a true single source solution
• Co-ordinate client audit requests and audit responses
• Introduce to the client and support the integration of aligned colleagues from the broader Keoghs team (such as Complex Injury, Disease etc.) where required
• Work with Tech Director to manage and handle all client complaints in line with Keoghs internal process and clients expectations
• Attendance at necessary internal meetings
• Working with the CSR Operational Lead:
• Share any information of relevance to Keoghs’ relationship with the clients as appropriate within the firm
• Share information relevant to resource planning and financial projections
• Work collaboratively and supportively with the Team Leaders and client team

Requirements

• Possess strong Client Relationship and development skills
• Technical experience is an advantage
• Have experience of managing relationships with major Corporate clients at a senior level
• Have demonstrable experience of working collaboratively with key and senior stakeholders
• Have experience and an ability to positively interact with clients and key stakeholders via all methods of communication
• Excellent Organisation and Presentations skills, including the ability to design and structure a claims pack and over-arching strategy
• Be able to work independently and with initiative
• Demonstrate industry and/or sector knowledge and of insurance programme structures, or an aptitude to learn

Benefits

• Davies Incentive Plan
• 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
• Family Cover Private Medical Insurance (Bupa)
• Simply Health Care Cash Plan
• WeCare – 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
• Death in Service
• Critical Illness Cover
• PHI/Income Protection (Private health insurance)
• Pension Contribution based 5% Employee / 3% Employer
• Employee Resource Groups
• Employee Volunteering Programme
• Cycle to Work Scheme*
• Tech Scheme*
• Season Ticket Loan*
• Gym Flex*
• Access to Online Discount Sites
• Discounted Gourmet Society Membership
• Discounted Tickets for Merlin Attractions nationwide
• Discounts at local retail outlets

• after successfully completing probation