Account Manager
3 weeks ago
Our client, a successful broker in the Cheltenham area is seeking a skilled Specialist Account Manager to join their Not-for-Profit team. This role, reporting directly to the Senior Sales Account Manager, will be focused on driving new business and exceedingincome targets in the Not-for-Profit market.
Key Responsibilities:
- Securing and on-boarding new NFP clients
- Making presentations and attending business meetings with clients
- Attending conferences to generate new opportunities
- Working with marketing to achieve income targets
- Providing sales forecasts using pipeline reporting
- Managing high value and strategic existing clients
- Providing insurance advice and protecting clients with appropriate products
- Adhering to FCA TCF principles and treating customers fairly
- Cross-selling opportunities to other B2B areas
- Significant commercial insurance experience and CII/ACII qualification
- Strong technical knowledge of insurance in a Broker or Insurance company setting
- Experience in managing relationships with third parties
- Ability to exceed targets and meet deadlines
- Excellent communication and presentation skills
- Strong stakeholder management skills
- Ability to build rapport and adapt communication styles
- Effective diary and workload management
- Strong interpersonal and relationship building skills
- Ability to identify cross-selling opportunities
- Proficiency in using a CRM tool, preferably Salesforce, for opportunity management and reporting.
**What Next?**
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