Account Manager
This is a key role in our team, where you will be responsible for managing and growing a portfolio of employer and member accounts. You will develop and maintain strong relationships with key stakeholders, attend industry events and client functions as required.
Key Responsibilities:
* Manage and grow a portfolio of employer and member accounts through proactive engagement and service delivery.
* Develop and maintain strong relationships with key stakeholders.
* Execute formalised client engagement strategies and member service initiatives.
* Support the onboarding of new business and ensure seamless transitions for large employers.
* Deliver education programs and promote Hostplus campaigns across your portfolio.
* Maintain accurate client records in the CRM and ensure compliance with AFSL and RG146 requirements.
* Provide insights and reporting on service levels, engagement outcomes, and portfolio performance.
Required Skills and Qualifications:
* Proven experience in account management, client engagement, or business development.
* Strong knowledge of superannuation, industrial relations, and financial products.
* Excellent communication, presentation, and stakeholder engagement skills.
* RG146 accreditation is mandatory for this role; however, candidates who are not yet accredited may be considered if they are willing and eligible to complete the certification as part of their onboarding.
* Tertiary qualifications in a relevant discipline and/or Diploma of Financial Planning are desirable.
Benefits:
We offer a range of benefits to our employees, including:
1. Hybrid and flexible work environment.
2. 15% superannuation.
3. Additional paid leave over Christmas and New Year.
4. Additional 5 days paid