Account Manager/Account Handler (Insurance)

Recruiter
Confidential
Location
Lancashire
Salary
Bonus + Commission + Benefits
Posted
08 Sep 2021
Closes
06 Oct 2021
Contract Type
Permanent
Hours
Full Time
Account Manager/Account Handler (Insurance)

Location : Darwen

Salary GBP24,000 OTE GBP6,000 + Benefits + Incentives

My client who are based in Darwen are looking for an Account Manager/Account Handler to join their fast growing team. We are looking for candidates who have ideally got knowledge in Private Medical Insurance (PMI) Insurance, or Banking. We are looking for candidates who are driven, money motivated and are able to build strong working relationships with clients.

Daily Duties

Successful management of a personal client portfolio to deliver personal New Business and Renewal Retention Rate targets

Delivery of additional revenue growth through client referrals to other Health sales teams

Operate in accordance with the companys Sales Quality standards at all times, to deliver high quality outcomes for customers.

Customer satisfaction, as measured by internal customer satisfaction surveys and Investors

Relationship Management with the SME Retention team, the Advisory regional branch, management, insurers and other providers.

Ensure own performance is managed to deliver the following outcomes:

Contacting customers at the appropriate time prior to renewal

Negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.

Qualifications & Experience

Experience within the Financial Services / General Insurance market is essential with Private Medical Insurance experience preferable.

Experience in dealing successfully with customer enquiries essential.

Experience in relationship building with Insurers/Providers, Clients and Account Managers

Some knowledge of commercial insurance or group risk useful but not essential

Experienced in using Microsoft Office Programs

Person Specification

A proven ability to negotiate successfully on behalf of customers to deliver New Business and Renewal targets.

Strong numeracy and literacy skills.

Effective verbal and written communication skills

Strong, personable telephone manner

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

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

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

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

Efficient and Reliable