Account Manager

Job content

Purpose Of The Role

• Successful management of a personal SME 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 company’s Sales Quality standards at all times, to deliver high quality outcomes for customers.
  
  

Key Role Accountabilities

• New Business and Renewal Retention Rate targets through your own client portfolio
• Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures)
• 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:
• Following all best practises and meeting the required sales targets
• Supporting other team members.
• Fulfil any CPD or training needs and arranging such training as necessary in order to improve results and ensure the correct information is supplied to customers.
• That you are contacting customers at the appropriate time prior to renewal (as determined by the Company), conducting a detailed analysis of their requirements and making appropriate recommendations based on your understanding of their needs.
• That you are effectively negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.
• That you are supporting the wider SME retention team with any additional customer renewals or new business enquiries as required, to ensure the team deliver high levels of customer satisfaction and meeting its New Business and Renewal targets.
  
  

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
• Minimum of Cert CII or willingness to study towards qualification
  
  

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
  
  

Please apply online

Towergate Health & Protection is an award-winning independent intermediary specialising in health and wellbeing. Our extensive team of expert advisers looks after the health and wellbeing needs of more than 15,000 businesses and around 50,000 individual customers across the world.

We have an ambition to be the UK healthcare intermediary of choice, and that ambition can only be realised if we constantly challenge ourselves to make things better for our clients. We’re always happy to hear from people who are looking for opportunities to work with us and help our business grow. #TGHP