Client Relationship Manager
3 days ago
Job Summary- Zurich Middle East is part of Zurich Insurance Group, one of the world’s largest and most experienced insurers. Our mission is to help our local community understand and protect themselves from risk both locally and globally.- Reporting to Head of Business Development - Employee Benefits, the Client Relationship Manager will be responsible for managing a portfolio of existing clients to exceed sales targets and develop relationships to support sustained growth, increase margins and improve client retention.**Job Accountabilities**
- As Client Relationship Manager, your role will involve:
- Create, develop and manage relationships with major clients to influence them to do business with Zurich.
- Manage existing clients into profit by increasing member take up and developing relationships for repeat sales and referrals.
- Project manage work site campaign products and services in order to increase the margin.
- Attendance as required at Beauty Parades, Trustee and Client meetings.
- Contribute to the tactical and strategic development of the proposition and engage larger existing clients in the development.
- Test and evaluate Sales and Distribution processes and systems and provide recommendations for improvement to facilitate the continuous development of efficient working practices.
- Maintain oversight of service delivery to the customer, taking responsibility for escalated cases and providing coaching to other team members to ensure service expectations are fulfilled.
- Investigate and assess unusual and/or complex customer/distributor queries or service requests and/or claims and employ established techniques to determine an appropriate course of action.
- Build, develop and manage relationships with customers/distributors to promote the organization´s propositions, and implement distributors’ terms of business with the organization including negotiation, new offer and closures and terminations.
- Identify opportunities and steer business to deliver sales against customer/profitability targets and quality measures.
- Work closely with colleagues in other functions to ensure sales campaigns are executed effectively.
- Monitor performance of assigned distributors against set expectations, identify performance gaps, define actions or make recommendations to the organization´s leadership (e.g. termination of agreements).
**Job Qualifications**
- To be successful in this role, you will need:
- Bachelors degree (or equivalent) in Finance and 8 or more years of experience in related field
- Other professional qualifications such as; AFPC (Pensions), APMI, IMC
- Familiarity with customer needs and those of their advisers
- Strong institutional investment knowledge, confidence in dealing with complex investment scenarios, liaison with Trustees and Investment specialists at EBCs
- An ability to understand, interpret and translate customer requirements into deliverables A good understanding of DC pensions and an awareness of current pensions issues
- Good understanding of the compliance requirements affecting dealings with Intermediaries, Trustees, Companies and members
- Understanding of ZCS
- s DC objectives
- Advanced sales and presentation skills
- Strong reputation for delivery against sales and expense targets
- Relationship management skills at all levels both externally and within the organisation
- Excellent communication, influencing and motivation skills
- Business planning and organisation skills
**Why Zurich**
At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?
We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great
Join us as we constantly explore new ways to protect our customers and the planet.
- Location(s): AE - Dubai
- Remote working: No
- Schedule: Full Time
- Recruiter name: Leigh Jeremy Jaye Santander
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