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