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
