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Client Manager

Cheltenham / London

Job description

Description of role purpose

As part of the Engagement Management team work to maximise existing client relationships and win new clients. Work with Service line leaders, ensuring Polo.Works products and services are relevant to existing and prospective clients. Compile compelling well-structured responses to requests for proposals, create renewal documentation, design and deliver presentations that are concise, pertinent, complete and captivating for the audience being addressed. Develop excellent relationships with internal stakeholders and establish and foster client relationships to create long-term partnerships.

Key Responsibilities

Organise and run client engagement meetings in alignment with our governance structure.

Contribute to the build of a substantive pipeline of new business, across a range of services and clients.

Work collaboratively with internal stakeholders to ensure client satisfaction through delivery of existing services.

Grow existing clients through cross selling products and services from across the Marco Group.

Deliver comprehensive client reporting ensuring timely delivery.

Management Responsibilities:

Create and maintain strong client relationships, paying attention to their needs and future aspirations to allow Polo to be first point of contact for their needs.

Ensure all service delivery contracts you are primarily responsible for are financially viable.

Assist in building a pipeline 3 to 4 times the value of the stated annual target revenue.

For all clients within your remit, coordinate the capture of all client service delivery data, ensuring consistency and proactive communications to clients are achieved on an agreed Governance meeting schedule.

Input into the provision of regular client and market temperature reports that raise the awareness of what is happening to Marco Polo Group.

Knowledge and Qualifications

Proven team management, experience of delivering client engagement.

Preferably graduate and/or ACII qualified.

Proven track record of building substantial pipelines and closing sales.

Sound Insurance background and preferably an understanding of Lloyd’s and London Market (Re) Insurance markets.

Good knowledge of the IT, technical processes, and market operating models

Good level of Windows IT skills essential.

Self-motivated and proactive

Excellent written and verbal communication skills with strong interpersonal skills.

Ability to adapt to changing priorities and manage multiple deadlines.

Ability to work collaboratively with others and establish strong relationships both internally and externally.

Demonstrates behaviours aligned to the Polo Works PRIDE values:

  • Pioneering – we don’t stand still
  • Responsible – We do the right thing
  • Inclusive – we all play a role
  • Delivery Focussed- we provide services we are proud of
  • Empowering – we equip people to be their best

Who are PoloWorks?

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.

As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.

Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.

With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.

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