Client Service Director

Director at McCarron Coates Ltd & O1 Insurance Services Ltd Join our team!

We are looking for a technically competent, high quality, client-facing servicing director to join the team at McCarron Coates.
Come join us and pick up an existing bank of clients and become a quality custodian of them with no new business requirement.

This is a fantastic opportunity to join a great business.
We are a hard-working, professional team who offer flexibility within a fun and friendly environment.
Our business is on an exciting journey with strong growth plans and a fantastic future ahead.

Want to be part of our journey?

To generate revenue and profit in line with targets for the business and to ensure quality advice, guidance and service is provided to all clients in accordance with their needs and requirements.

To manage a book of business of existing clients and deliver cross-selling new business opportunities in relation to commercial insurance whilst ensuring full FCA compliance.

To generate cross-selling, upselling and referral opportunities from clients within the business.

To support the Sales Director in the acquisition of new business including the onboarding and transitional servicing from Sales Director to Client Servicing Director.

Daily Responsibilities Pre-Renewal Insurance Strategy Meeting (PRISM) Preparation of file for handover to Account Handler Weekly Responsibilities Preparation of NB & Rnl Broking Presentations Claims Analysis and Report Writing Monthly Responsibilities Sales Activity Report Seniority level Mid-Senior level Employment type Full-time Job function Business Development and Sales Industries: Insurance #J-18808-Ljbffr