Overview
Senior Relationship Manager Jobs in Hamilton, Bermuda at Allshores
Title: Senior Relationship Manager
Company: Allshores
Location: Hamilton, Bermuda
Allshores is seeking an experienced Senior Relationship Management professional to join our Employee Benefits team. The Senior Relationship Manager will manage a dedicated book of Allshores employee benefits clients, providing top-tier client service with a clear focus on retention, growth, and business development. This individual will be responsible for prospecting new opportunities, retaining existing business, and upselling relevant products. The role demands strong business acumen, expert presentation skills, and the ability to build and manage strategic client relationships at the highest levels.
In this role, you will be at the heart of our employee benefits portfolio—serving as a trusted partner to clients. If you thrive in a dynamic environment where collaboration, client satisfaction, and strategic insight come together, this is your chance to shape lasting value for both our clients and our organization.
Key Responsibilities:
- Manage a dedicated book of Allshores employee benefits clients, ensuring high retention rates and improving profitability through strategic client engagement, upselling, and cross-selling opportunities.
- Supervise and develop the assigned Account Manager, ensuring efficient service delivery and successful client retention.
- Promote the company’s products and services through active networking, both in-person and via digital platforms like LinkedIn, serving as a brand ambassador to raise awareness and drive business development.
- Develop and maintain strong client relationships, ensuring consistent communication and personalised support tailored to client needs.
- Present solutions and strategies to clients through formal presentations, educating them on the company’s products and aligning offerings with their specific business goals.
- Work cross-functionally with departments such as marketing, underwriting, operations, and pensions to enhance the client experience and deliver comprehensive business solutions.
- Stay up to date on industry trends and market insights, ensuring that clients are informed of the latest developments and that offerings remain competitive.
- Utilise CRM systems to track client interactions, maintain accurate records, and provide valuable data insights for strategic decision-making.
- Contribute to special projects and other initiatives aimed at improving client satisfaction and business outcomes.
- Serve as a brand ambassador, representing the company at client meetings, events, and through professional networks like LinkedIn.
Skills, Experience & Attributes:
- Bachelor’s degree in Business, Finance, Insurance, or a related field. Advanced certifications (e.g., LOMA, AINS) are highly desirable.
- 7–10 years of experience in relationship management, sales, or client services within the insurance, employee benefits, or financial services sector.
- Proven ability to manage a book of business with a focus on retention, upselling, and business development.
- Strong presentation and negotiation skills, with the ability to communicate effectively with senior stakeholders.
- Deep business acumen, including a robust understanding of employee benefits, insurance products, financial planning, and business development.
- Knowledge of compliance and KYC (Know Your Customer) requirements to ensure adherence to industry regulations.
- Results-driven mindset with a passion for achieving and exceeding sales and retention targets.
- Proficiency in CRM tools and data analysis to optimise client service and portfolio management.
- Strong writing skills, with the ability to craft clear, professional communications and proposals.
- Experience supervising or mentoring team members preferred.
