Client Coordinator Role at BDHL

Job description

Job purpose summary:

  • To support a designated Corporate Account Manager with the day to day management of their client portfolio.
  • To effectively manage and organise the needs and demands of a client portfolio.
  • To effectively assist with the execution of the renewal/new business process for Health, Wellbeing & Group Protection schemes/policies.
  • To assist in the renewal and review of Individual policies when required by the COO.
  • To effectively maintain a high level of customer service at all times
  • To maintain meaningful business relationships with Clients, Providers & Colleagues.
  • To meet retention performance targets and behaviour expectations as set by the COO

Key responsibilities and accountabilities:

  • Assist a designated Corporate Account Manager with the annual renewal of a policy/scheme in line with the BDHL process
  • Be responsible for the administrative service delivery for your clients, Maintain a high level of customer service at all times.
  • Accurate preparation of data, quotes & summary for the creation of reports for both existing and potential clients.
  • Conduct business in a compliant manner.
  • Grasp a full and detailed understanding of the differences between Provider, Product & Service
  • Develop and maintain product and industry knowledge via training, meeting with insurers, seminars and industry media.
  • Create spreadsheets, capture & record data accurately
  • Maintain effective working relationship with insurer/provider partners.
  • Intelligent Office – Add clients and plans/schemes to IO, maintain and detail all information.
  • Ensure all documentation is archived electronically and follow IO processes as determined by situation.

CV’s and covering note to be send to the COO Caroline Shepherd, cshepherd@bdhl.co.uk