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Account Manager - Retention

Job description

This is an opportunity to join a growing business which combines years of experience, industry knowledge and a passion for employee benefits to ensure success.

The business has grown year on year since it was founded back in 2014 which is a true testament to the passion and proactive nature of the company, combined with the level of service provided to all customers no matter how large or small.

Purpose Of The Role

  • Support with existing client renewals
  • Support with NB leads
  • Putting together market review quotations
  • Contacting Insurers and negotiating prices
  • Working within the requirements of the business compliance strategy and treating clients fairly
  • Participate in Account Manager training to gain an understanding of the products and services we provide

Key Accountabilities

  • Carry out a market review, obtaining alternative quotes from other Insurers and negotiating renewal premium with the holding Insurer
  • Keep a spreadsheet / CRM updated on progress of all renewals and quotes
  • Provide a regular update to MD regarding the renewals and alert to any concerns
  • Provide a regular update to MD on any NB lead quotes
  • Building a working relationship with Insurers
  • Develop an understanding of the whole PMI market and other products and services we offer
  • Understand the renewal process for these products and services
  • Input any important client notes into CRM for future reference or update minor changes
  • Complete Market review reports for MD renewals using template
  • Support MD with any additional market reviews / new business enquiries when required
  • Attend insurer training on a regular basis to ensure market knowledge levels are kept up to date
  • Answer internal calls to the required exceptional customer service level expected

Qualifications And Experience

  • Experience within the Financial Services / General Insurance market with Private Medical Insurance experience being essential. Not looking for applicants without PMI experience
  • Experience in dealing successfully with customer enquiries essential
  • Experience in relationship building with Insurers/Providers, Clients and Account Managers
  • Some knowledge of 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

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.