Client Service Director

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 opportuity 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?

Principal Responsibilities

• 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

• Complex Claims Handling
• Complex Client Queries
• Managing New Business Enquiries
• Managing Client Renewal Process
• Client Meetings
• New Business Introduction
• New Business Fact Find
• New Business Pitch
• New Client Installation
• Mid Term Review
• Pre-Renewal Insurance Strategy Meeting (PRISM)
• Renewal Pitch
• Meeting Follow-Up Work
• Writing Meeting Minutes
• Preparing Actions
• Instructing Account Handler Actions
• 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