Account Management Specialist
We are seeking a skilled Account Management Specialist to join our organization. The successful candidate will be responsible for managing client relationships and ensuring customer satisfaction.
* Client Service Excellence:
* Be the primary point of contact for clients, assisting with their insurance needs. Review client accounts, answer enquiries, process alterations, and resolve complaints.
* Data Management:
* Keep client databases up-to-date, ensuring all records are accurate and compliant. Proactively offer alternative policy terms to meet client needs and expectations.
* Business Development:
* Identify new business opportunities and pursue them within your area of responsibility.
* Supportive Role:
* Collaborate with colleagues to process New Business, Alterations, and Certificates according to company guidelines.
* Training & Development:
* Engage in internal and external training to maintain and enhance industry knowledge and accreditations.
The ideal candidate will have 2+ years of experience in account management or a related field, strong communication and interpersonal skills, excellent organizational and time management skills, ability to work independently and as part of a team, and proficiency in Microsoft Office and CRM software.
This is an exciting opportunity to develop your career in a dynamic and entrepreneurial environment that invests in and supports innovative insurance and financial services businesses.