Account Development Manager

3 weeks ago


Gloucester, Gloucestershire, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

Ecclesiastical Planning Services, part of the Benefact Group, is seeking a skilled Account Development Manager to join our Gloucester office on an 18-month fixed-term contract. This role offers a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organization.

As an Account Development Manager, you will be responsible for managing day-to-day business relationships with a panel of funeral directing firms and following a compliant sales process to secure direct plan sales from customer enquiries.

You will be expected to:

  • Ensure all new enquiries/Funeral Directors are acting within Ecclesiastical risk appetite: target, win and retain business in our core market sectors, delivering profitable growth in line with plan through:
  • Prospecting, including utilising and growing CRM (customer relationship management) pipeline.
  • Delivering well-qualified insightful leads to the wider sales force
  • Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity.
  • Delivering a high-quality sales process to own Funeral Director panel and customer journey.
  • Driving profitable new business growth
  • Meeting new business targets
  • Proactively engage Funeral Director community using CRM pipeline
Key Responsibilities
  • Build and maintain a successful contact strategy for each Funeral Director ensuring key stakeholders/decision makers are identified.
  • Profile FD's to maximise opportunities for the wider sales force.
  • Utilise cross-selling opportunities for SEIB and the wider group.
  • Act as the first point of contact for telephone-based Funeral Director development, triage cases and enquiries to establish the right contact within the sales force.
  • Independent Appointed Representative (IAR) support:
    • Engaging promptly with Funeral Director leads on new funeral plans.
    • Contacting customers and arranging funeral plans, following agreed complaint process.
    • Planning and delivering agreed activity, ensuring CRM accurately reflects planned and actual activity.
Knowledge, Skills and Experience
  • A proven track record of delivering exceptional customer service.
  • Strong verbal communication skills.
  • Experience of effective stakeholder management within a commercial environment.
What We Offer
  • A competitive salary - let's discuss it.
  • Group Personal Pension - up to 12% employer contribution.
  • Generous annual bonus scheme up to 24%.
  • 25 days annual leave plus bank holidays, and a holiday buy and sell scheme.
  • An array of health and wellbeing benefits, including private healthcare, income protection and life assurance.
  • Up to £300 annual personal grant to a charity of your choice.
  • Encouraged to take at least one volunteering day per year.
  • Employee Assistance Programme.


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