Corporate Account Manager (Insurance)
Location: Lightwater (Hybrid Options Available)
Salary: £35,000-£50,000 + Bonus
My client who are within the Insurance industry are seeking a Corporate Account Manager to join their fast growing team. In this role you will be responsible for the end- to – end lifecycle of applications as well as retention of assigned corporate clients. To apply for this position you will need experience in a similar role within Financial Services, insurance experience in desirable.
Daily Duties
This role is focused on Group business in the AWP Block.
A responsibility to at all times deliver excellent levels of customer service in the performance of the role, in
order to be effective across the following areas of responsibility;
On Boarding New Group Clients
Administer Group applications efficiently and accurately from receipt of application, to inception,
and issuance of policy documents
Ensure premiums are paid in a timely manner, both for inception and any mid-term adjustments,
and where necessary contact Clients, or their appointed Broker, in connection with outstanding
payment of premiums due, and take appropriate action
Relationship Management of Group clients, and/or their appointed Broker
Deliver effective Relationship Management to a portfolio of Group clients, or appointed Broker where applicable
Respond to all written and verbal enquiries from Group clients customers, or their appointed Broker
Ensure at all times that the language used, both verbal or written and imparts a sense of personal responsibility from the Job holder to the Client, or the appointed Broker, for issue resolution refer to Tone of Voice Guidelines
Prepare, negotiate and secure Group renewals in line with the commercial parameters set by the business
Achieve retention targets and objectives for a defined portfolio of Group clients
Administer all renewal documentation efficiently and accurately
Feedback to business leaders on market developments and share ideas to drive improvements in customer satisfaction and experience of our clients CRM Data Entry
Ensure that all activity is recorded in the applicable CRM system (Currently: Microsoft Dyanmics)
Ensure compliance with the company’s information and data security policies and procedures, as outlined in the ISMS Compliance Checklist found on the company Intranet.
Key Skills
Highly customer focussed with a demonstrable customer centric mindset and approach
Motivated, enthusiastic, with a positive attitude
Versatile and quick to learn and adapt where necessary
Confidence in using Microsoft packages, with an aptitude to learn to use new systems and technologies
Solution and target driven with a positive approach to clearing work and achieving results
A good team player, with an ability to build strong local and remote relationships
