Key Responsibilities

• Establish and maintain relationships with clients and key personnel to ensure a seamless experience.
• Conduct business reviews to assess client satisfaction and gather feedback through surveys and reviews.
• Identify new sales opportunities and alert management on upselling possibilities within key accounts.
• Educate and inform clients on the full range of products we offer.
• Attend client meetings, strengthening relationships with existing accounts.
• Collaborate closely with Account Managers, the Back Office Manager, Operations Executive, and Head of Finance.
• Address and resolve any client concerns efficiently, ensuring positive outcomes.
• Continuously update the ANVA system and communicate client changes to account managers.
• Pass leads to Account Managers and track follow-up progress.
• Ensure all client needs are met by liaising with relevant colleagues.
• Act as the first point of contact for clients and manage the full client journey.
• Process incoming invoices, follow up with clients and insurers, and manage open balances with the finance team.
• Accept and process payments in line with company procedures.
• Uphold professional standards throughout the client relationship cycle.
  

Your qualifications

• A proactive, client-focused individual with excellent relationship management skills.
• Strong organizational abilities, attention to detail, and an ability to navigate complex client needs.
• Experience with client management systems, especially ANVA, is a plus.
• A team player who can work cross-functionally to ensure client satisfaction.
• Bachelor’s level of thinking and working
• Experience in the insurance industry is a plus

What We OFFer

• A key role within a boutique brokerage firm with over 30 years of expertise in the Caribbean insurance industry.
• A collaborative team dedicated to delivering exceptional service to business clients.
• Opportunities for personal growth and professional development.
• An engaging work environment where your contributions matter.
• A competitive salary package.