Senior Relationship Officer at Jubilee Insurance

Main Responsibilities

Strategy

• Execute the strategic client service and retention plan for the Corporate Life & Pensions Division under the guidance of the Team Leader
• Support the implementation of business growth initiatives by identifying cross-selling and upselling opportunities across pension and investment products
• Conduct market intelligence on pension and investment trends to inform client engagement and investment communication strategies
• Support management in analyzing client portfolios to enhance service efficiency and strengthen business relationships

Relationship Management

• Serve as the primary point of contact for assigned pension scheme clients, trustees, and members, ensuring consistent, timely, and professional communication
• Coordinate onboarding for new schemes and ensure compliance with documentation and RBA requirements
• Facilitate member education sessions, trustee meetings, and client briefings to promote awareness and confidence in Jubilee Life's products and services
• Maintain proactive client communication through periodic updates, newsletters, and feedback sessions
• Develop and nurture long-term relationships with corporate clients, enhancing retention and satisfaction levels

Operational Excellence

• Collaborate with internal departments (Pension Operations, Finance, Legal, IT) to ensure efficient service delivery, query resolution, and timely response to client requests
• Monitor contribution collections, benefit processing, and reconciliations in coordination with relevant teams to meet agreed turnaround times
• Support the preparation and review of scheme reports, benefit statements, and other client deliverables
• Maintain accurate and up-to-date client records, service logs, and meeting documentation in line with operational policies
• Coordinate with external administrators and auditors to ensure timely submission of reports