Account Manager

Description:

You are someone with previous experience in a similar sales/account management/BDM role within the Commercial Insurance industry. From this experience, you’re proficient in your knowledge of underwriting guidelines for Commercial Insurance.

With your proven ability to develop client relationships, you are effective in building trust which will help you achieve your sales and retention targets. You work unsupervised as you strengthen, maintain, and build your portfolio, proactively responding to opportunities to grow our business.

Known for your effective networking, negotiating, and communicating skills, your customer focus and professional presentation shine through when you work with our customers. You will enjoy being out on the road a few days a week, connecting, and building strong face-to-face relationships with the clients in your designated portfolio/territory.

If you were in this role last week, here’s what you might have done:

• Delivered unrivalled customer service by providing industry and insurance insights, and helped clients understand and manage their risks.

• You’ve connected with your team to outline weekly objectives and targets.

• Conducted several meetings with the clients in your portfolio to prepare for their renewals, and understanding how their needs have changed and how else you can support them through our products.

• You’ve followed up on warm leads for potential clients, taking the time to educate them on specific commercial insurance classes, the risks, benefits, and premiums.

• Worked closely with the Customer Care team to progress business processes and improve customer outcomes.