Client Relationship Manager - Insurance
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Key skills for this role
Role Overview
Build and maintain relationships with existing clients and key accounts while driving retention, cross-selling, referrals, and long-term client satisfaction.
Support business targets through insurance needs analysis, customer service, policy servicing, and account development.
Key Skills for This Role
Full Job Posting
Role Overview
Build and maintain relationships with existing clients and key accounts while driving retention, cross-selling, referrals, and long-term client satisfaction.
Support business targets through insurance needs analysis, customer service, policy servicing, and account development.
Client and Sales Management
- Manage new and existing client relationships and understand their insurance requirements.
- Provide suitable insurance solutions and explain policy coverage, benefits, premiums, renewals, and claims procedures.
- Maintain a minimum 95% client retention target.
- Conduct client reviews and identify additional business opportunities.
Policy Servicing and Collections
- Handle enquiries, complaints, renewals, modifications, cancellations, and other policy servicing activities.
- Coordinate with underwriting, claims, customer service, and internal teams for smooth policy issuance and servicing.
- Monitor outstanding and overdue premium payments and coordinate timely collection.
- Keep clients updated on products, policy changes, renewal requirements, and regulatory updates.
Reporting and Governance
- Prepare weekly and monthly reports covering client trends, market opportunities, and competitive activity.
- Escalate complex client issues and service concerns for timely resolution.
- Ensure activities comply with company policies, SOPs, regulatory requirements, compliance, and governance standards.
- Monitor KPIs, service standards, and turnaround times and take corrective action where required.
- Maintain complete records and documentation for audit and regulatory purposes.
Experience and Qualifications
- Minimum 5–7 years of UAE experience with an insurance broker or insurance company.
- Bachelor's degree in business, finance, insurance, or a related field.
- Professional insurance qualifications such as Cert CII, DIP CII, or AIII are an advantage.
- Strong exposure to Group Medical and Life Insurance.
- Knowledge of Property and Casualty Insurance, including Marine and Motor Insurance, is an added advantage.
- Valid UAE driving license is required.
Work Location
- The role is performed in person.
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