Account Manager Financial Services

2 months ago

City of London, United Kingdom Jenrick Commercial Full time

_**Account Manager (Financial Services) Monument based with opportunity to WFH.**_

**Summary of Responsibilities**

You will work within the service contact for assigned multinational customers. Your role will involve participation in client facing activities to resolve customer issues and concerns swiftly and with a perceived effortless experience on the customer's part.Working closely with sales partners and other internal partners to contribute to the long-term persistency and profitability of the Global Employee Benefits Sales business.

Manages all aspects of account management to drive client satisfaction within the company. Engage in activities to develop strong relationships with the customer.

The role holder responsible for:

- Retains accountability for all day-to-day Account Management, service satisfaction, and loyalty for corporate clients; assists team in managing at-risk customers and customer persistency; promotes proactive customer interactions and responds to problemsand opportunities with a sense of urgency and tenacity to resolve customer related issues.
- Maintains a favorable working relationship with internal and external customers to foster, aid, and promote a cooperative climate, which will maximize employee morale, productivity and efficiency/effectiveness.
- Leads to meet or exceed Service standards and exhibit key behaviors that promote extraordinary service through SLA requirements as well as daily activities.
- Provide reliable, consistent, and predictable service across the Account Management organization to be validated through survey results.
- Works with Account Executive to ensure resolution to high profile or highly complex customer concerns.
- Pursues strategic interaction and coordination within the regions to deliver customer results.
- Partners with various functions (technical), for timeliness, quality and profitability; provides consultative services to operating areas for the purpose of improving operational efficiencies resulting in cost savings and positive impact to customers.
- Act as a liaison between customer and internal areas.
- Develops strong relationships to facilitate issue resolution as well as root cause analysis and identify process.

**Required Competencies**
- Bachelor's degree.
- Account Management experience.
- Relevant business experience in the financial services industry. Preferably with Global Employee Benefits & Healthcare experience.
- Ability to grow strong relationships with clients and intermediates with a key focus on the development of new relationships.
- Ability to communicate in clear and concise English (Additional language skills are a plus).
- Proficiency with computer systems. Strong MS Office (i.e., Excel, PowerPoint, Word) skills

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