Junior Account Manager

Posted 6 November by NRG Resourcing Ltd
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Our award winning client is currently recruiting for a Junior Account Manager to join their expanding team!

Purpose of the Role:

  • Manage a portfolio of clients, ensuring a high retention rate across the portfolio and spotting opportunities for growth.
  • Cross selling additional products / services including
  • Providing excellent on-going support service to clients through the year.
  • Working within the requirements of the company's compliance strategy and treating clients fairly.

Key Role Accountabilities:

  • Contact each client prior to renewal, advise them of holding insurers renewal terms, and establish whether their requirements remain the same or have changed since last renewal.
  • Promoting additional New Business and dealing with new business enquiries.
  • Building a working relationship with clients and insurers.
  • Develop and maintain an understanding of the market, products and regulation attending insurer training as necessary.
  • Handle client queries, claims / invoice issues, chasing membership packs, certificates, membership lists in order to provide a high level of service to clients that is valued and strengthens the client relationship.
  • Develop and maintain understanding of invoice processing from insurers / providers.
  • Chase clients for outstanding payments and be able to explain how their premiums have been calculated and what is owed and in cases where a client has cancelled their direct debit contact them to save the business.
  • Handle client amendments such as joiners and leavers, tracking their progress and confirming to clients, providing premiums if required.
  • Input notes on all business, new / retention into database on a daily basis.
  • Liaise with other team members providing additional support where required.
  • Ensure relevant paperwork is on file to ensure compliant process is complete.

Qualifications & Experience

  • Experience within the Financial Services /General Insurance market desirable but not essential as full training is provided.
  • Experience in successfully handling customer enquiries via telephone essential.
  • Relationship building experience with providers, clients and account managers or alike desirable.
  • Working in a changing market.
  • Experience and skilled in using Microsoft Office Programs.

Person Specification

  • Efficient and reliable.
  • Strong personable telephone manner essential.
  • Negotiation skills and experience desirable.
  • Good numeracy skills and literacy skills essential.
  • Effective verbal and written communication skills essential.
  • Professional client focussed approach essential.
  • Well organised and can respond well under pressure to meet deadlines.
  • Works well as part of a team as well as being able to use own initiative.
  • Very comfortable working with spreadsheets, with good knowledge of Microsoft Excel.
  • Use to multi-tasking

Competitive Salary plus excellent benefits for the successful candidate!

Reference: 39310710

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