Client Relationship Manager

3 weeks ago

Sheffield, Sheffield, United Kingdom Ardonagh Advisory Full time

Position: Account Manager

Are you equipped with current Private Medical Insurance (PMI) expertise and seeking to advance into a Sales position? Do you possess the ambition to grow alongside a company that prioritizes your success?

As an Account Manager, you will play a pivotal role in our organization, engaging with clients to offer insights on innovative products, renewals, and ensuring we fully comprehend their requirements. Our goal is to deliver products and services that not only meet but exceed client expectations, fostering their loyalty. Your contribution is essential in achieving a top-tier customer experience.

Joining our team means working towards our commercial objectives by optimizing business and service opportunities from every interaction in a consistent, fair, and compliant manner. You will be part of a well-established, supportive, and experienced team dedicated to helping you thrive in your role.

Key Responsibilities

  • Efficiently manage a personal portfolio of small to mid-sized clients to achieve individual New Business and Renewal Retention Rate targets.
  • Adhere to the company's Sales Quality standards to ensure high-quality outcomes for clients.
  • Promote additional products and handle inquiries related to new business.
  • Cultivate strong relationships with clients and insurers.
  • Maintain a comprehensive understanding of the PMI market, products, and regulations by participating in necessary insurer training.
  • Negotiate premiums effectively with the current insurer and alternative insurers to secure favorable outcomes for clients based on their needs.
  • Document all business interactions, including new and retention activities, in the database daily.
  • Collaborate with team members to provide additional support as needed.
  • Ensure all relevant documentation is maintained to guarantee a compliant process.

Essential Qualifications

  • Experience in Private Medical Insurance.
  • Proven ability in building relationships with Insurers/Providers, Clients, and Account Managers is preferred.
  • Proficient in Microsoft Office applications.
  • Background in Customer Service.
  • Possession of Cert CII IF7, or a willingness to pursue this qualification.
  • Strong numerical and literacy capabilities.
  • Excellent verbal and written communication skills.
  • Friendly telephone demeanor.
  • Highly organized and capable of performing well under pressure while meeting deadlines.

In return, you will be embraced and supported by Ardonagh Advisory, with opportunities for professional growth and development. We prioritize your well-being as an individual. Additional benefits include:

  • 26 days of holiday plus bank holidays.
  • Opportunities for career advancement across the Ardonagh family.
  • Pension scheme for future retirement planning.
  • 24-hour support for physical and mental well-being.
  • One paid volunteering day to contribute to our communities.
  • The Spotlight Awards, recognizing outstanding talent within our group.

We offer a competitive salary and bonus structure, along with a customizable benefits package tailored to your needs, and continuous training and development opportunities to enhance your career with a dynamic and expanding company. If you are a motivated and enthusiastic individual seeking a role that offers genuine potential for both personal and professional growth, we invite you to join us and help shape our future.

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