Client Relationship Management - Searchlight Insurance Training

Client Relationship Management

There are many misconceptions about how to successfully build and maintain client relationships.

This highly participative workshop will help you to explore how you can tailor your approach to a client, and how your own self knowledge can make that approach even more effective.

(Delegates are requested to complete a pre-course questionnaire about their existing relationships with customers.)

Level: Management

Duration: 1 day(s) CII CPD Hours: 6


•Assess the best methods of communicating with your client

•Convey a positive impression to the client

•Assertively handle any problems that arise in the relationship

•Use questioning and listening skills to fully understand the client’s needs

•Formulate a personal action plan based on the course content towards a more effective client handling process


•How do clients like to be treated?

•First impressions–what can you influence?

•Building rapport –what is it and what is appropriate?

•Communication –choosing the right approach

•Positive language and body language

•Speaking the client’s language

•Handling problems assertively

•Questioning –getting the client to talk and probing/clarifying

•Listening and observing –separating facts from assumption

•Spotting opportunities to help the client

•Practice with delegates’ own scenarios

•Review of action plans