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Client Relationship Executive
Posted 6 days 7 hours ago by Leapfrog Recruitment Consultants
Join a client-focused team managing a portfolio of Life and Disability clients across multiple jurisdictions. This role offers the opportunity to combine technical expertise with relationship management in a global environment.
Duties for this role include, but are not limited to:- Managing a portfolio of Life and Disability clients, ensuring high levels of service delivery.
- Building and maintaining strong relationships with clients, brokers and intermediaries.
- Collaborating with internal teams across multiple jurisdictions to deliver client solutions.
- Preparing and reviewing client documentation, ensuring accuracy and compliance.
- Supporting onboarding processes, including AML and due diligence requirements.
- Managing quote requests and supporting new business implementation.
- Coordinating renewals, rate reviews and client communications.
- Liaising with internal stakeholders including underwriting, claims and operations teams.
- Identifying opportunities for cross-selling and supporting business development activities.
- Monitoring client satisfaction, retention and service performance metrics.
The ideal candidate will have experience within a client-facing role, ideally within financial services or insurance, and demonstrate a strong understanding of Life and Disability products. They will possess excellent communication and relationship-building skills, along with strong organisational and time management abilities. The ability to work across multiple jurisdictions and collaborate with a range of stakeholders is essential, alongside a proactive and detail-oriented approach. A relevant qualification such as CII or equivalent would be advantageous, and the successful individual will be driven to deliver high-quality client service and continuous improvement.
Leapfrog Recruitment Consultants
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