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Corporate Account Manager
2 months ago
Key Responsibilities
- Assessing client requirements and delivering tailored insurance solutions that align with their specific needs.
- Engaging with clients and prospective customers in a prompt and professional manner, ensuring an exceptional customer experience while adhering to business standards.
- Managing correspondence, renewal processes, and new business quotations efficiently.
- Ensuring all workflow activities are executed in compliance with established business protocols.
- Adhering to all approved procedures, customer service standards, and external regulatory requirements.
- Maintaining the necessary competencies required for the position.
- Identifying and addressing customer complaints in strict accordance with the company's complaint resolution procedures.
Client Relationship Management
- Assisting management in nurturing external client relationships and taking ownership of a select group of clients requiring dedicated support.
- Working with an existing portfolio to maximize revenue and offer clients a comprehensive service package.
- Developing and managing relationships with both existing and new partners.
- Providing guidance and direction to the sales and customer service teams, fostering leadership and motivation to achieve sales and development objectives.
- Identifying income opportunities from current and prospective clients, formulating strategies to convert these into revenue.
- Delivering accurate management insights on sales processes, market opportunities, and team performance.
- Creating effective sales and marketing strategies that align with the company's objectives within the leadership framework.
- Maintaining small, focused teams that prioritize customer satisfaction.
Goals and Duties
- Formulating a client strategy for targeted business, collaborating closely with the team on ongoing new business sales, including structured review meetings and team-building events.
- Managing some aspects of the sales pipeline.
- Supporting the marketing strategy.
- Complying with all company policies, procedures, and ethical standards, acting as an ambassador for the team.
- Encouraging and leading the team while celebrating achievements.
Essential Skills for Success
- Prior experience as an Account Executive or Development Executive within an Insurance Brokerage.
- Proven experience in Sales Management and achieving financial targets.
- Demonstrated success in personal sales.
- Familiarity with Acturis software.
- CII qualifications at the appropriate level or a willingness to pursue them.
Massenhove Recruitment Ltd is dedicated to fostering a diverse workforce and recruits from a broad talent pool. Our hiring, assessment, and selection processes are designed to be fair and unbiased, ensuring that the most suitable candidate is chosen based on merit. We treat all colleagues, candidates, clients, and business partners with equality, fairness, and respect, regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
A copy of our Diversity & Inclusion policy is available upon request.