Customer Succession Manager-Insurance Saas Platforms

Job Summary:

The Customer Succession Manager will oversee client accounts, ensuring seamless

transitions and sustained relationships, while leveraging prior experience in broker

relationship management. This role involves managing key accounts, supporting

brokers, and driving customer retention and growth.

Key Responsibilities:

 Manage and ensure smooth succession of customer accounts.

 Maintain and strengthen relationships with brokers and key clients.

 Serve as the primary point of contact for brokers, addressing queries and

issues promptly.

 Collaborate with internal teams to ensure consistent service delivery.

 Identify opportunities to expand business through brokers and existing clients.

 Monitor account performance and provide regular reports to management.

Requirements:

 Bachelor’s degree in Business, Finance, or related field.

 Proven experience in customer account management and broker relationship

management.

 Strong interpersonal, negotiation, and communication skills.

 Ability to manage multiple accounts and ensure high client satisfaction.

 Results-oriented and proactive approach to problem-solving.

Skills:

 Client relationship management

 Broker network management

 Strategic planning and reporting

 Proficiency in MS Office and CRM tools

Job Type: Full-time

Pay: AED8,000.00 - AED10,000.00 per month