Insurance - Contact Manager
2 weeks ago
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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