Client Executive - Insurance

Business Development
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Role Overview


• To develop lasting relationships with client organisations and ensure that each client’s portfolio is managed in accordance with its investment objective and benchmark guidelines. 


• Act as the key point of contact in terms of other services specified in the client agreement and work as part of a team supporting the entire client base.


• Working with other team members, the Client Executive role-holder will take operational and relationship responsibility for a number of clients. Importantly, they will be accountable for the commercial success of our mandates (for example ensuring there is no loss of value from E&O's) and as such the role has a demonstrable commercial value.  A high level of personal interaction with clients is expected to help build strong client relationships.


The requirements


The individual applying should have high level


• Personal organisation

• Information and data processing skills

• Problem solving skills

• An intermediate level of investment knowledge, together with an eagerness to deepen and broaden  that knowledge, including through formal qualifications

• The personal qualities necessary to develop client relationships

• An interest in being commercially accountable for the success of mandates

• A level of enthusiasm commensurate with adding value in a high performance business development team.


The role is expected to offer ambitious individuals with the right skills a path to increased responsibility.


1. Client Manager/Client Executive role overview


Recognising the unique structure of the IAM relationship model, the CE is expected to be either demonstrating or substantially working towards the following:


• A pro-active relationship with Client Director’s (CD) sharing opinions, insight about clients

• A high and increasing level of responsibility and accountability for client relationship

• A goal of zero E&O’s from the IAM service process

• Strong, positive feedback on the strength of the service relationship


2. Regulatory knowledge

• Recognising the unique requirements of the insurance client business, the CE is expected to demonstrate or be substantially working towards:

• In-depth understanding of insurance company regulation as it impacts service / reporting

• Able to lead Solvency II discussion internally and externally on service/reporting matters


3. External relationship management

• Manage and develop relationships with clients, especially administrative/operational counterparts

• Gain an in-depth understanding of administrative function

• Proactively shape Schroder’s service proposition

• Attend client meetings regarding operational matters and client hospitality events.


4. Internal relationship management

• Build strong relationships in key operational departments across Schroder's

• Represent the client relationship internally

• Work with other departments to ensure the smooth running of the client portfolios


5. Client queries

• Respond promptly and professionally to operational / investment queries from clients

• Assist the Client Directors with complex client enquiries and requests

• Act as the named contact for all administrative issues

• Deal with all day-to-day issues in the absence of the Client Directors


6. Maintenance of records

• Ensure client information is up-to-date and maintained in relevant systems

• Work with Client Directors to manage clients

• Brief the Client Director on administration / performance issues prior to any meeting

• General assistance to Client Director on client specific tasks and issues


7. Client reporting and service performance

• Work with Client Director to produce all forms of client reporting

• Produce bespoke reports for clients, where appropriate

• Ensure clients are set up to and receive all the appropriate reports

• Look to standardise reporting where possible

• Report on client service performance, progress and issues


8. Transitions

• Co-ordinate with the Transitions Team to ensure efficient on/off boarding of client portfolios


9. Maintain knowledge of products, regulation, clients and operational procedures

• Ensure knowledge of key areas is maintained to ensure queries can be answered efficiently




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