Client Relationship Manager

Curve Group Holdings Ltd
London (Greater)
31 Mar 2018
20 Apr 2018
Contract Type
Full Time
Client Relationship Manager

Role Summary

A Client Relationship Manager (CRM) should have specialist knowledge of the pensions industry and additionally have an excellent working knowledge of the areas of Healthcare, Group Risk, Flexible Benefits, BenPal and the employee benefits market.

The CRM will be responsible for a portfolio of clients from which income should be generated to meet and exceed agreed income budget targets. In addition the CRM will generate business opportunities for specialists within the other Benefit Solutions businesses. The CRM is responsible for ensuring that all business for which he/she is responsible meets the quality standards as required by the Company.

About us

The JLT Group is one of the world's leading providers of insurance, reinsurance and employee benefits related advice, brokerage and associated services. Our client proposition is built upon our deep specialist knowledge, client advocacy, tailored advice and service excellence. Together, we place our clients first, champion independent thinking and expect to be judged on the results we deliver.

The JLT Group has been listed on the London Stock Exchange since October 1987 and today has a market capitalisation of over £2.5bn. The business has been very successful and has grown substantially over recent years with employee numbers increasing from 5,000 to over 11,000 over the last 5 years. Today JLT has offices across 41 territories.

Key responsibilities

* Management of client portfolios to provide excellent customer service and maximise business opportunities around all of the core services within JLT Employee Benefits.
* For all clients agreed, create a Client Development Plan that identifies potential for EBS services, identifies client objectives and enables advice to be given which meets identified client needs.
* Preparation of compliant reports, recommendations and assimilation of necessary support materials. The ideal candidate should communicate these effectively, both verbally and in writing to the portfolio of clients.
* Co-ordinate delivery for all benefits to the employer (for BenPal clients, includes managing benefit specification); includes monitoring the specialists.
* Ensure at all times that business transacted/advice given is in strict accordance with the rules and spirit of the Company’s Compliance, T&C and business instruction manuals.
* Retain all clients.

Skills required

* Financial Planning Certificate or equivalent
* Corporate IFA/relevant industry experience.

Additional Details

As you would expect from a company like Jardine Lloyd Thompson, we offer highly attractive reward packages. We are aware of how integral our employees are to our progress, so we ensure that everyone shares in that success. Whilst this varies from company to company within Jardine Lloyd Thompson in the UK, typical benefits can include:

· Employee share schemes

· Flexible Benefit Scheme (called Choices)

· Generous holiday entitlement

· Pension Plan

· Private healthcare scheme

JLT aims to be an equal opportunities employer and we would like to encourage applications from all the community, irrespective of race, religion, gender, disability, age or sexual orientation

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