Global Reinsurer - Client Management Development

Business Challenges

  • The client’s business plans necessitated a significant reassessment of the skill set requirements for its principle client facing roles
  • Pressure on margins requiring a change in focus for their Client Management functions from transactional selling to a relationship based value-added service
  • Support required in developing a Client Manager Development programme to roll-out world-wide geared to delivering organisational and business goals
  • The client required support in optimising and communicating new processes and tools to support the Client Management function

Solutions

  • Development of a bespoke maturity model defining the target skill set and mapping existing staff  in terms of scale and depth of key competencies
  • A suite of tailored training courses targeted at developing behavioural and relationship selling skills to Client and Line Managers
  • A programme of training to improve efficiency and raise the quality of service to clients
  • A detailed Personal Development Plan template for training and monitoring
  • A worldwide roll-out of standardised courses tailored to specific cultural needs
  • Design, develop and implement a suite of e-modules to upskill and assess client manager performance
  • Supporting the design and implementation of new business processes
  • Using a leading edge on-line assessment tool to identify both knowledge and confidence levels of Client Managers
  • Provided guidance and tools to communicate and embed change within the Client Management Community

Benefits

  • Identification and design of a clear skills programme focussed on areas of greatest need
  • A maturity model for benchmarking each Client / Line Manager
  • A suite of training solutions which the client can manage and utilise to ensure ongoing compliance
  • Personal Development Plans for all client facing personnel designed to encompass new skills and enable greater motivation and mentoring
  • Training of over 500 Client Managers globally in key relationship management and line management skills

Key Facts

Sector

Financial Sector