Account Manager - Financial services

Atlas Recruitment Group
15 Apr 2018
18 Apr 2018
Contract Type
Full Time
Job Description

We are currently recruiting for fantastic financial services organisation based on the outskirts of Maidstone that are looking for an experienced Account Manager to join their organisation. The role will require you assist the Team Manager with the smooth running of the Team. To provide a full and complete advisory service to allocated groups for renewal and throughout the year. To expand and develop the existing portfolio.

Duties will include:

  • Obtain renewal documents in good time from the insurer, telephone client to discuss the client's demands & needs
  • Undertake full market review where necessary and discuss the recommendations made
  • Negotiate with holding insurers for discounts where applicable & make client aware of cost saving options, advising them of the ramifications of reducing benefits
  • Negotiate with alternative insurers
  • Make client aware of switch criteria and implications to any members have continuing claims
  • Gain confirmation of renewal in writing and renew with insurer and on the system
  • Ensure The system remains up to date at all times
  • Provide information and assistance to clients across the range of company services, maximising opportunities to cross sell within the portfolio against your set target
  • Achieve new business sales to a set target
  • Attend client meetings and insurer events where applicable
  • As and when notified, arrange all amendments for your groups via dedicated Account Support
  • Ensure all correspondence from clients and insurers is scanned to the system. All outgoing correspondence to be sent via the system - if this is not possible then the correspondence must be scanned back to the system
  • Ensure the system is regularly updated and data is accurate
  • Ensure renewal documentation is saved to the system and action notes are updated following correspondence/conversations

Skills and experience:

  • Previous customer service experience / Account Support experience
  • Account Management or experience in an insurance-based role is highly desirable
  • Typing and ability to use Microsoft and Outlook
  • Further education (diploma, degree) advantageous
  • High level of interpersonal skills - ability to build successful, mutually beneficial business relationships;
  • Communication skills - articulate, ability to communicate with people at various levels, over the telephone and in writing
  • Planning, organisational and time management skills
  • Problem solving
  • Computer literate and thorough understanding of company software

Apply now!!

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