Insurance Account Manager

4 weeks ago


York, York City, United Kingdom Claims Recruitment Services Full time
Account Executive Job Description

We are seeking an experienced Account Executive to join our team at Claims Recruitment Services. As an Account Executive, you will be responsible for managing a portfolio of High Net Worth clients and providing exceptional customer service to ensure their needs are met.

Key Responsibilities:
  • Manage a portfolio of High Net Worth clients, ensuring their needs are met and their expectations are exceeded.
  • Build and maintain strong relationships with clients, understanding their needs and preferences to provide tailored solutions.
  • Negotiate mid-term and renewal terms, as well as new business terms, to ensure the best possible outcomes for clients.
  • Grow the team's existing business income through retention, cross-sell, and up-sell.
  • Ensure client data security and privacy is maintained at all times.
Requirements:
  • Must have experience of working in a similar role within insurance, ideally with High Net Worth Insurance experience.
  • Excellent customer service and client management skills.
  • Able to use expert product knowledge to effectively service customers.
  • Adaptable to change and able to pick up new systems quickly.

We are an equal opportunities employer and welcome applications from all qualified candidates. Please refer to our data protection policy on our official website for more information.



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