Job Overview
The role of an Account Manager involves key client account management and contributing to success through the development of new business and retention of existing business.
Key Responsibilities
* Maintain client relationships and provide a superior client experience in the fulfillment of their end-to-end policy lifecycle
* Lead client meetings, including discussing uninsured risks
* Handle and accurately direct client enquiries
* Assist with the development of new business opportunities
* Coordinate processing instructions for quotations, new business, endorsements, renewals and cancellations
* Proactively prepare for renewals, including obtaining claims information and other duties as required
* Prepare reports and documentation for clients and insurers
Requirements
* Qualifications such as Tier 1/2 or a Diploma in Insurance Broking
* A thirst for continual improvement and a desire to learn
* Motivation to contribute directly to the achievement of KPIs impacting client retention, revenue and client satisfaction
* Demonstrated experience as a team player, who is eager to take the initiative to ensure the efficient running and growth of the portfolio
* Superb organisational skills, attention to detail and being on top of tasks
* Excellent communication abilities (verbal and written) to engage effectively at all levels