Relationship Manager Role Description

Gatsby & White SA is the leading independent life insurance intermediary in Luxemburg. We are a dynamic company in expansion with a client base all over Europe and beyond.

As a Relationship Manager you will be part of the Client & Partner Services team and you will manage client files in collaboration with the sales team and our external partners.

What you’ll do: 

  • You ensure and deliver timely and accurate service to partners, clients and sales whilst maintaining a high level of service expected by our partners and high net worth clients.
  • You accompany the sales persons and their clients from the start of the brokerage relationship throughout the setup of the life insurance contract, provide the sales person and client with a follow up on all transactions and client requests during the contractual relationship.
  • You proactively prepare client or partner meetings by reviewing the data, updating the client file and coordinating with the insurance companies.
  • You ensure and maintain the organisation of our client files (input system, filing)
  • You perform a due diligence check on the files in close collaboration with the compliance department.
  • You respect all procedures in line with the CAA requirements.

What you’ll need to succeed:

  • You are a dynamic team player, you are precise and can work independently.
  • You build sustainable relationships and act with professionalism.
  • You have at least 5 years’ experience in the insurance sector.
  • You have a good knowledge of English, French and an additional language (Italian, Dutch, German, Spanish….).

What you offer us:

  • The ability to better manage existing relationships and to focus on growth
  • An extra character to add to our diverse team which will further motivate our colleagues

What we offer you:

  • A competitive salary
  • A full-time position
  • The possibility to grow and explore your potential
  • Flexible working hours
  • Meal vouchers
  • A supplementary pension scheme