Account Development Manager

3 weeks ago


Gloucester, Gloucestershire, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

Ecclesiastical Planning Services, part of the Benefact Group, is seeking an Account Development Manager to join our Gloucester office on an 18-month fixed-term contract. This role involves managing business relationships with funeral directing firms and following a compliant sales process to secure direct plan sales from customer enquiries.

As an Account Development Manager, you will be responsible for ensuring all new enquiries and funeral directors are acting within Ecclesiastical's risk appetite. You will target, win, and retain business in our core market sectors, delivering profitable growth in line with plan through:

  • Prospecting, including utilising and growing CRM pipeline.
  • Delivering well-qualified insightful leads to the wider sales force.
  • Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity.
  • Delivering a high-quality sales process to own Funeral Director panel and customer journey.
  • Driving profitable new business growth.
  • Meeting new business targets.
  • Proactively engaging Funeral Director community using CRM pipeline.

You will build and maintain a successful contact strategy for each Funeral Director, ensuring key stakeholders and decision-makers are identified. You will profile FD's to maximise opportunities for the wider sales force and utilise cross-selling opportunities for SEIB and the wider group.

As the first point of contact for telephone-based Funeral Director development, you will triage cases and enquiries to establish the right contact within the sales force. You will also provide Independent Appointed Representative (IAR) support, engaging promptly with Funeral Director leads on new funeral plans, contacting customers and arranging funeral plans, and following the agreed complaint process.

Key Responsibilities
  • Ensure all new enquiries and Funeral Directors are acting within Ecclesiastical's risk appetite.
  • Target, win, and retain business in our core market sectors.
  • Deliver profitable growth in line with plan through prospecting, delivering well-qualified insightful leads, and planning and delivering agreed activity levels.
  • Build and maintain a successful contact strategy for each Funeral Director.
  • Profile FD's to maximise opportunities for the wider sales force.
  • Utilise cross-selling opportunities for SEIB and the wider group.
  • Provide Independent Appointed Representative (IAR) support.
Knowledge, Skills, and Experience
  • A proven track record of delivering exceptional customer service.
  • Strong verbal communication skills.
  • Experience of effective stakeholder management within a commercial environment.
What We Offer
  • A competitive salary.
  • Group Personal Pension - up to 12% employer contribution.
  • Generous annual bonus scheme up to 24%.
  • 25 days annual leave plus bank holidays, and a holiday buy and sell scheme.
  • An array of health and wellbeing benefits, including private healthcare, income protection, and life assurance.
  • Up to £300 annual personal grant to a charity of your choice.
  • Encouraged to take at least one volunteering day per year.
  • Employee Assistance Programme.


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