Client Manager

Client Manager Job Description Template

Our company is looking for a Client Manager to join our team.


  • The management of the credit limit process and supporting clients on reporting of overdue buyers and liaising with insurers;
  • Managing policy renewals within your own portfolio and supporting Client Directors on the renewal process for strategic accounts;
  • To assist the directors generally in ensuring that required service levels for all clients are met;
  • Complete all administration in a timely manner (including timesheets and fees) and to a high standard;
  • Assist in any reasonable manner to achieve the requirements of Campbell Dallas and the business goals;
  • Demonstrate the Campbell Dallas values at all times;
  • Provide an exceptional service to clients in a timely manner;
  • Helping the client manage their budget to drive great value for them and for Inviqa;
  • Actively presenting new ideas, technology and business updates to the client;
  • Management of a diverse client portfolio;
  • Completion and review of both personal and corporation tax returns;
  • Workflow management;
  • You will be responsible for assisting with claims submissions and claims broking processes;
  • Identifying future business opportunities for existing clients;
  • To manage your own pool of clients within the wider Client Portfolio.


  • Competent in use of Microsoft Office and IT systems;
  • Good negotiating, listening and communication skills;
  • Commercial understanding of business and the insurance market;
  • Experience of credit insurance, credit management or related sector a requirement;
  • Ambitious, driven to succeed, and wants to grow with the company;
  • Highly organised, focused and disciplined with the ability to prioritise effectively in a busy environment;
  • Highly organised, focused and disciplined with the ability to prioritise effectively in a busyenvironment;
  • Commercial understanding of business i.e. market forces, business drivers, market dynamics, competitors and risks, etc;
  • Experience managing large, corporate insurance risks is desirable;
  • Self-disciplined, organised, and results focused;
  • Experience dealing with clients of all levels;
  • An effective communicator and presenter;
  • Proven experience in the insurance industry, with experience in client relationship management and the core lines of commercial risks is essential;
  • Experience dealing with all client queries, tax, VAT and accounts;
  • The confidence & ability to be the first point of contact for high profile clients.