Overview

Group Risk Account Manager

Location : Winnersh

Salary : £26,000 + benefits + bonus

My client who are based in Winnersh are looking for a Group Risk Account Manager to join their team. We are looking for candidates who have got experience and knowledge in Group Risk Products (group income protection, group life insurance, group critical illness).

 

Daily Duties

Successfully manage a portfolio of existing group risk clients, achieving high retention rates by delivering excellent service and strong group risk advice.

Develop the existing client portfolio by upselling additional service lines to existing clients. This applies to both additional group risk services

Convert new business leads (internal cross selling).

 

Key Role Accountabilities:

Manage a portfolio of micro/small SME group risk clients, including all aspects of policy administration and policy management

Proactively contact clients at renewal points (and other regular intervals as appropriate to the client) to ensure that the relationship and their insurance policies run smoothly.

Ensure that renewal income (i.e. client retention) from the portfolio remains at appropriate levels

Proactively explore opportunities to expand income from existing clients

Win new group risk business through various referral channels

Maintain high levels of client satisfaction

Ensure KPI scores remain at appropriate levels

Transparent and timely reporting of renewal income and new business figures

Effective and efficient use of company systems

Maintain strong technical group risk knowledge through appropriate CPD and work-related training

Develop and maintain strong relationships with the group risk insurance providers

Qualifications & Experience:

A minimum of three years group risk experience in a broking or advisory environment

Experience of managing and maintaining a portfolio of group risk clients

Experience in successfully converting new business opportunities or willingness and desire to learn the necessary skills

Experience in using Microsoft Office programmes

GR1 qualified (or working towards)

 

Person Specification

A proven ability to manage a portfolio of group risk clients and all aspects of their policy management

Strong numeracy and literacy skills

Effective verbal and written communication skills

Confident, personable telephone manner

Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners

Well organised and able to respond well under pressure and meeting deadlines

Work well as part of a team as well as being able to work for periods using own initiative

Cope well with change, internally within the business and externally within the market

Efficient and Reliable