Insurance - Contact Manager

2 weeks ago


Ireland, United Kingdom Brook Street Full time

Brook Street Recruitment is working with our Belfast client who is currently recruiting for an Insurance Contact Manager to join their growing team
As a Contact Manager you will be responsible for identification and research of prospects and contacts; Successful promotion and selling of product and services to prospects via telephone-based contact; Provision of support services for the companies Producers(Business Developers); Event organisation and management.
Role responsibilities will include:

- Proactively identifying new potential client prospects for targeting and addition to SalesPro database. This may include regularly reviewing newspapers articles, business magazines and web sites.
- Obtaining key financial data and relevant information in relation to targeted prospects.
- Assisting in the preparation of mail shots and other related marketing material.
- Provision of administrative support in accordance with agreed Lockton procedures.
- Maintenance of a diary system for outstanding workload.
- Management and maintenance of the prospect database/pipeline.
- Maintenance of records, preparation of documentation verification of information and resolution of routine problems.
- Support in the organisation of client events including seminars, conferences, training and entertaining.
- Effectively manage a pipeline of prospects via a pipeline management tool, e.g., SalesPro to meet the short, medium and long-term financial goals of the Producers.
- Implement a systematic communication plan for targeted prospects as agreed with the Producers.
- Contact identified prospects to arrange appointments for the Producers.
- Provide activity reports and pipeline status at regular intervals as agreed with the Managing Producer.
Criteria
- Previous experience working in the insurance sector is required, but this isn't essential if you have relevant skills and experience from another sector.
- Ability to build and maintain good business relationships with clients, insurers, and associates.
- Ability to identify opportunities for business development.
- Willingness and ability to continue to develop knowledge of products and related issues through formal and informal learning, both internal and external to the company.
- Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and colleagues.
- Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
- Analytical and problem-solving skills, including research and investigation.
- Understanding of a clients' business issues, insurance needs and expectations.
- Professional and tactful negotiation and persuasion skills to achieve objectives.
- Able to work in support of other team colleagues.
- Demonstrated ability to instil confidence with clients so that the client looks to you as more than just an insurance broker, but as a partner in business
Salary will depend on background - circa £25,000 per annum



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