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Job Description: Account Manager
Overview
- Overall relationship building, development andadministration of a number of designated key accounts
- Should be able to work under a high degree of autonomy, be self-motivated and use initiative.
- Have a degree of commercial awareness and understanding of aclient'sbusiness needs and be willing to gain an understanding of aclient'sbusiness operation and requirements.
- At annual renewal the Account Manager should research the options available to the client and present these in a clear, concise and timely manner, with the aims of giving the client the best possible service and retaining their business with a view to advising on other products which may compliment the client
- Will alsoassistwith other clients asrequired.
- The Account Manager is the client's first point of contact for any changes or queries relating to their account. Any such queries or changes should be actioned promptly and accurately, with clear communication to both the client and the insurer.
Key tasks
- Day to day liaison by telephone and email with clients
- Actioning client requests
- Confirming all action taken to both client and company in writing
- Undertaking to keep up-to-date with all company products & services in order to accurately advise clients
- Liaise with clients in the period leading up to annual renewal, performing market research where applicable and making appropriate recommendations to clients
- Noting all correspondence undertaken with clients on the database
- Keeping client details current and correct on the database
- Dealing with invoices and invoice queries on behalf of client and company
- Producing reports and presentations for clients as needed
- Ensuring best possible customer service is provided to clients and that any issues are escalated to management promptly
- Informing management of any lapsed clients and reasons for the lapse
- Completing a full Fact Find with each client to ensure we can provide the best possible advice
- Keeping up to date with Market products, keeping records of Training for Continued Personnel Development- minimum of 15 hours required per calendar year
