Account manager - InsuranceWe are recruiting for a Innovative Insurance Management company that are looking for an entrepreneurial Account Manager to be based out of Alderley Edge, Cheshire. Overall Responsibilities - Account Manager
Communicating with your clients to understand their needs and explain service value.
Building relationships with your clients based on trust and respect.
Collaborating with internal departments to facilitate client need fulfillment.
Collecting and analysing data to learn more about consumer behaviour.
Keeping accurate records pertaining to inventory and account notes.
Maintaining updated knowledge of company products and services.
Resolving complaints and preventing additional issues by improving...
Provide advice and support to, and carry out administrative duties on behalf of Members, ensuring an efficient and effective service.
Act as the primary Point of Contact for Members account servicing issues and needs, to include:
Production of Member Proposal Documents / Requests for Quote
Production of Cover Schedules
Preparation of Renewal Advices
Oversee collection and distribution of Contributions (in partnership with finance/accounts)
Oversee management and administration of MemberClaims
Client set up
Configuration of Digital Ecosystem
Management of documentation (Articles, By-Laws, Cover Wordings, etc.)
Communication of joining criteria
Streamline Quote & Bind process
Working with the Account Director (AD), maintain relationships with existing Members
Support the attraction and retention of new Members
Support AD in continuous engagement with Executive
Ensure Corporate Calendar is maintained and followed
Provide AD with regular updates in respect of:
Loss Prevention / Risk Management
Ensure delivery of data and insight to third party Risk Management / Loss Prevention Partners
Administration of Member workshops / training
Ensure integrity of Membership, to include compliance with Membership Criteria
Risk Transfer / Insurance
Maintain up to date knowledge in respect of industry / FCA / HMRC compliance.
Continue personal development by completion of insurance qualifications
Complete training as required to improve personal knowledge of the RSC target industry and Member businesses
Work within the FCA rules and related procedures published by the company from time to time. This includes the Company's Compliance Manual and Training and Competence Manual.
Interested? Click APPLY below or email your CV to Martin.Warding.