Account Manager

Insurance Recruitment Services
10 Jan 2018
15 Feb 2018
Contract Type
Full Time

Our Client is looking to recruit an Accunt Manager to jion their team covering the North / Yorkshire

Role / Duties:

  • Demonstrate a good understanding of the sales process and apply this in all sales related processes
  • Cross selling into existing portfolio including referrals for additional new business to hit targets set
  • Flexible attitude, good team player with a sense of humour and a highly developed sense of personal initiative.
  • Managing a portfolio of business with responsibility over retention and growing the account to set of defined KPI’s
  • Generating Group Risk referrals into our specialist team to agreed target levels
  • Ensuring all paperwork (e.g. Fact finds) are completed accurately and in a timely manner
  • Working closely with portfolio to ensure client has best policy to meet their needs and value for money with no loss of cover.
  • Maintain the Client Management Database with accurate client data and considering any Data Protection issues
  • Ensuring task lists are up to date and complete, requesting assistance where required
  • Responding to all correspondence/phone calls in a timely and professional manner
  • Consider all underwriting, regulatory and insurer requirements in all transactions
  • Monthly and Annual targets are achieved

Person Specification:

  • Ideally, possessing a good educational background with good IT literacy and navigational skills.

  • Excellent communication and interpersonal skills.

  • Must have PMI (SME) experience
  • Organisational, time management and self-management skills.

  • Excellent telephone communication skills

  • Excellent product knowledge

  • Flexible attitude, good team player with a sense of humour and a highly developed sense of personal initiative.

  • Excellent telephone manner.

  • Well-developed communication skills, both written and verbal.

  • Good time management.

  • Team player.

  • Flexible approach.

  • Demonstrates drive and positive approach to work and a determination and motivation to achieve targets.

How to apply: To apply for this role, please forward your CV in confidence quoting reference 1801-28TW.Due to the high volume of applications that we receive, if you do not hear from us within 7days unfortunately your application has been unsuccessful