Client Relationship Manager
4 weeks ago
Account Manager - Hybrid Role
Are you experienced in Private Medical Insurance (PMI) and seeking to advance your career in a Sales position? Do you possess the ambition to grow within a supportive company?
As an Account Manager, you will play a vital role in our organization, engaging with clients to offer guidance on new offerings, renewals, and understanding their requirements to deliver products and services that surpass their expectations and foster loyalty. Your efforts will be crucial in providing an exceptional customer experience.
Joining our team means you will be responsible for achieving our commercial objectives by maximizing business and service opportunities through all interactions in a consistent, fair, and compliant manner. You will be part of a well-established, friendly, and knowledgeable team ready to assist you in excelling in your role.
Key Responsibilities
- Effectively manage a personal portfolio of small to mid-sized clients to achieve 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.
- Establish and nurture relationships with clients and insurers.
- Maintain a comprehensive understanding of the PMI market, products, and regulations by attending necessary training sessions.
- Negotiate premiums with current and alternative insurers to secure favorable outcomes for clients.
- Document all business interactions, new and retention, in the database daily.
- Collaborate with team members to provide additional support as needed.
- Ensure all relevant documentation is maintained for compliance purposes.
Essential Qualifications
- Experience in Private Medical Insurance.
- Proven ability to build relationships with Insurers/Providers, Clients, and Account Managers is preferred.
- Proficient in Microsoft Office applications.
- Background in Customer Service.
- Cert CII IF7 or a willingness to pursue this qualification.
- Strong numeracy and literacy skills.
- Excellent verbal and written communication abilities.
- Friendly telephone demeanor.
- Well-organized with the ability to manage pressure and meet deadlines.
In return, you will be welcomed and supported by Towergate Health and Protection, part of our Ardonagh family, with opportunities for personal and professional growth. We prioritize your well-being and offer a range of benefits, including:
- 26 days of holiday plus bank holidays.
- Career advancement opportunities 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 provide a competitive salary and bonus structure, along with a customizable benefits package and ongoing training and development opportunities to help you progress in your career with a dynamic and growing organization.
Take the next step in your career with a leading, fast-growing company.
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