Client Relationship Support

Purpose The purpose of the CRS role is to support the Senior CRM in managing client accounts, coordinating day-to-day activities, and ensuring client requirements are followed up and resolved efficiently. The role acts as a key link between clients, insurance companies, and internal teams.

Key Tasks & Duties

• Assist the Senior CRM in managing clients and ensure a high level of service.
• Support the day-to-day client requests, monitor client instructions, and ensure they are followed up with the relevant stakeholder.
• Prepare and maintain client account records, reports, trackers, and documentation.
• Coordinate with operations, placement, claims, and other departments to resolve client related matters.
• Help identify potential issues or delays and escalate them promptly.
• Assist with preparing client meeting materials, presentations, and claims reports.
• Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
• Track important deadlines, commitments, and follow-up actions.
• Assist with onboarding new clients and coordinate to activate the policy on time.
• Provide administrative support to ensure the CRM function runs smoothly.

Officership Behaviours - Associate Provide Excellence in Service to Our Clients, Our Markets, & Our Associates

• Takes personal responsibility for managing internal and external client relationships.
• Takes pride in and accountability for understanding and exceeding client expectations.
• Focuses on adding value.
• Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.
• Written and verbal communication is clear and concise.

Provide commitment to the development of ourselves & our associates

• Attend in house classes and workshops for continuing development.
• Attend training programs, conferences or courses to improve present job skills.
• Complete all mandatory training within agreed timescales.
• Take responsibility for own career and development.
• Treat all associates with dignity, fairness and respect.
• Represents Lockton well within the community.

Be committed to enabling financial success

• Promotes growth through excellence in service provided
• Identifies and promotes cross selling opportunities
• Works with clients, markets & associates to ensure cash management is within agreed standards and targets

Drive service excellence, efficiency, & productivity through effective business operational processes

• Demonstrates flexibility to change
• Identifies improvement opportunities
• Ensures quality is evidenced
• Ensures compliance with relevant legal and regulatory requirements through following
• Lockton policies and procedures
• Maintains specialised knowledge in order to provide maximum value to the client