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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.
- Managing client interactions and prospective clients with professionalism, ensuring a superior customer experience while adhering to business standards.
- Handling correspondence, renewal processes, and new business quotes efficiently.
- Ensuring all workflow activities comply with established business protocols.
- Adhering to all approved procedures, customer service standards, and external regulatory requirements.
- Maintaining the necessary competencies for the role.
- Addressing customer complaints in strict accordance with the company's complaint resolution procedures.
Client Executive Duties
- Assisting management in nurturing external client relationships and overseeing a designated portfolio of clients requiring Client Executive support.
- Maximizing income from an existing client base while providing a comprehensive service offering.
- Developing and managing relationships with both existing and new partners.
- Providing leadership and direction to the sales and customer service teams, motivating them to achieve sales and development objectives.
- Identifying income opportunities from current and prospective clients, devising strategies to convert these into revenue.
- Delivering accurate management reports on sales processes, market trends, and team performance.
- Creating effective sales and marketing strategies that align with the company's objectives within the leadership framework.
- Maintaining small, focused teams with a strong emphasis on customer service.
Goals and Responsibilities
- Formulating a client strategy for targeted business, collaborating closely with the team on ongoing new business sales, including structured review meetings and strategic planning sessions.
- Managing sales pipelines effectively.
- Supporting the marketing strategy.
- Complying with all company policies, procedures, and ethical standards, serving as an ambassador for the team.
- Encouraging and leading the team while celebrating successes.
Essential Skills for the Role
- 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, ensuring that our hiring, assessment, and selection processes are fair and unbiased, selecting the best candidate 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.
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