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Telephone Account Manager

Reed
Posted 14 hours ago, valid for 15 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£36,000 - £43,200 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Reed is seeking a Telephone Account Manager for a long-standing insurance provider in Central Bristol, offering a salary between £24,000 and £26,000, with an OTE of £30,000 to £35,000.
  • This full-time, permanent role requires proven experience in account management or sales, preferably in the financial services or insurance sectors.
  • The successful candidate will be responsible for promoting a range of protection products, building relationships with intermediaries, and supporting the Field BDM team.
  • The position involves a 35-hour work week, with a hybrid working model that requires 4 days in the office during training and a flexible split thereafter.
  • Benefits include a pension plan with up to 12% employer contribution, 25 days of holiday plus bank holidays, and private medical insurance after the probation period.

Reed have partnered with a long-standing insurance provider in Central Bristol, supporting with the hire of a Telephone Account Manager on a full time, permanent basis. 

The role has come available due to an internal promotion. This role is crucial for promoting awareness of a range of protection products and services to both new and existing intermediaries. Products such as life insurance, critical illness cover, and income protection. You will be adept at building relationships and possess a strong sales acumen.

Hours: Monday – Friday, 9-5 (35 hour working week)Hybrid: Whilst training, you will be expected to be in 4 out of the 5 days, with a 3 office/2 split on offer after, of which is discretionary. Salary: £24,000 - £26,000OTE: £30,000 - £35,000

Duties:Identify and develop new business relationships with brokers and IFA accounts through telephone calls, emails, and presentations.Support the Field BDM team with webinar and presentation follow-ups.Train intermediaries on products and systems, keeping them updated on product USPs, changes, and developments.Assist with the setup of new agencies and logins for new Network/Commission Club member firms.Engage with intermediaries following events and marketing campaigns.Monitor sales and conversion volumes from intermediaries and report findings to maximise sales opportunities.Maintain regular contact with all intermediaries to ensure satisfaction, address issues, identify improvement opportunities, and overcome obstacles to new product sales.Proactively identify and report any barriers to sales experienced by intermediaries.Maintain accurate and up-to-date intermediary records on the CRM system (Salesforce).Assist in the development and management of best practice Standard Operating Procedures within the distribution channel.Provide input to distribution plans, product development, and marketing to help achieve strategic objectives and sales targets.Review and monitor market announcements/developments to maximise new sales opportunities.Meet sales and performance targets.

Requirements:Proven experience in account managing or sales, preferably within the financial services or insurance sectors.Strong relationship-building skills and the ability to engage effectively with various stakeholders.Proficiency in using CRM systems, ideally Salesforce.Excellent communication and presentation skills.Ability to work independently and as part of a team.

Benefits:Pension including up to 12% employer contribution25 days holiday plus Bank HolidaysPrivate Medical Insurance included once probation has been passedOpportunities for professional development and career advancement.Supportive team environment focused on achieving sales targets and strategic objectives

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.