State Manager - Client Relationship

State Manager - Client Relationship

Job Title: State Manager - Client Relationship
Contract Type: Permanent
Location: Melbourne
Salary: pkg
Reference: 365464
Contact Name: Julia Cooke
Contact Email: julia@blakeoliver.com.au
Job Published: March 27, 2020 10:00

Job Description

This hybrid role involves managing a small team of relationship managers/business development staff as well as ensuring your own network of brokers and direct clients insurance needs are met. This not your usual transactional role, you and your team will be trusted risk advisers and gatekeepers to the underwriters and risk consultant team.

Duties will include:
  • Complete performance reviews and monthly ‘one on one’ meetings with direct reports in accordance with
  • company standards.
  • Provide all required monthly reports to the National Manager Client Management for approval within agreed
  • timelines detailing:
  • State budgets and expenditure
  • Growth and Retention strategy - Actual versus budget
  • Sales pipeline reports and commentary
  • Client data management
  • Progress of Evalu, tracking planned versus actual targets
  • Co-ordinate and manage client meetings with business partners in accordance with company procedure.
  • Provide information required for both external and internal audit and prepare management responses to audit
  • findings.
  • Training and coaching activities are prepared and delivered to staff and business partners as scheduled.
  • Attendance at conferences and represent the business as required.
Your Experience:
  • Extensive experience working in sales and relationship management within insurance and financial services.
  • Tertiary qualification in business, finance or related subject.
  • Prior experience managing a team of sales and relationship staff (desirable).
  • Certified Insurance Professional (CIP) or certified to Tier 1.
  • Demonstrated experience in setting and delivering to budget.
  • Successfully implemented changes to practice, procedure and business models.
  • Able to analyse and present data using Microsoft Office
If this sounds of interest apply through the portal or for a confidential chat call Julia Cooke 0452 442 733

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