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Employee Benefits Account Manager

Closing date
28 Jan 2022

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Contract Type
Full Time
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Salary of up to £35,000 per annum plus bonus & car allowance

Office Based

Monday to Friday 9.00am to 5.00pm


Our client is seeking an expeinaced account manager with a background in employee benefitsto service a community of clients with insurance, risk management and employee health and benefits advice and solutions.

Ideally previous experience as a Employee benefits account manager or similar within the commercial Private Medical Insurance, Income Protection, Critical Illness cover and Life Assurance sector.

Candidates with B2B Account Management experience from a corporate services background inc insurance, HR, Banking or business outsource will also be considered.

What you need to have:

The role will be 80% desk based and 20% visiting customers.
  • Retention and managing contract renewals.
  • Outbound Client contact Strong service delivery driving customer value and satisfaction.
  • Up-selling and identifying cross-selling opportunities.
  • Establishing rapport and building strong customer relationships.
  • Experience of presenting in person and via communication platforms such as Skype, Zoom and Webinars.
  • Managing, resolving and responding to complaints
  • Experience of analysing customer data evidencing product value
  • Qualification in Customer Success Management or equivalent
  • A minimum of five GCSEs (or equivalent) at grade A-C

Account Manager Duties
  • Account management 130 accounts To gain a deep understanding of the customer's needs and identify any cross and up-selling opportunities;
  • Work on building long term relationships with key client decision makers and stay abreast of key changes within the client's organisation.
  • Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
  • To nurture and build long-term customer relationships with assigned customers by being the first point of contact for all queries, training, support and engagement
  • Recognise and document revenue generation, growth and other opportunities by actively developing additional business from existing portfolio and other sources.
  • Ensure timely completion of renewals and mid-term adjustments
  • Identify and document successful account retention and defence strategies to ensure business is retained.
  • Contribute towards the development of a high company image of professionalism, competence and customer satisfaction.
  • To enhance the customer experience and provide proactive technical and product support throughout the customer lifecycle;
  • To manage customer accounts throughout their whole lifecycle and proactively renewing contracts;
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