Trainee Account Manager
2 weeks ago
NB* "No candidate will meet every single desired qualification. If your experience looks a little different from what we have identified and you think you can bring value to the role, we would love to learn more about you".
Key Responsibilities:
* Client Onboarding & Support: Assist in the onboarding process for new clients, including understanding their needs, presenting suitable insurance options, and handling initial queries.
* Account Management: Support senior account managers in managing existing client accounts, ensuring they receive ongoing advice and service tailored to their changing needs.
* Policy Review & Renewals: Assist in reviewing client policies, managing renewal processes, and ensuring clients are aware of any changes or updates to their coverage.
* Sales & Relationship Building: Learn how to build and maintain strong relationships with clients, understanding their long-term healthcare goals and identifying opportunities for additional services or policy enhancements.
* Market Research & Analysis: Stay informed about market trends, product developments, and competitor offerings to support the brokerage in delivering the best advice to clients.
* Administrative Tasks: Handle day-to-day administrative tasks related to account management, such as updating CRM systems, preparing client documentation, and scheduling follow-ups.
Requirements:
* Educational Background: A degree in business, finance, insurance, healthcare management, or a related field is preferred but not essential.
* Communication Skills: Strong verbal and written communication skills with the ability to explain complex information clearly and effectively.
* Customer Focused: A genuine interest in helping clients, with a strong focus on providing excellent customer service.
* Detail-Oriented
* Ability to manage multiple tasks with attention to detail and accuracy.
* Team Player
* Willingness to collaborate with colleagues, learn from senior team members, and contribute to team success.
* Tech Savvy: Proficiency in using CRM software, Microsoft Office Suite (Word, Excel, PowerPoint), and familiarity with online communication tools.
* Motivation & Drive: A self-starter with a proactive approach to learning and career development, keen to pursue a career in account management within the insurance industry.
What We Offer:
* Training & Development: Comprehensive training program covering private medical insurance products, sales techniques, and account management skills.
* Career Progression: Clear pathways for career advancement within the company, with opportunities to progress to an Account Manager role.
* Supportive Environment: A positive and inclusive workplace culture with a focus on teamwork and continuous learning.
* Benefits Package: Competitive salary, performance-based bonuses, health benefits, and more
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