About the Role:
The Account Manager (Maternity Cover) will be responsible for the development of business relationships & increased revenue growth in line with the Society’s sales strategies & to meet annual targets.
Main Responsibilities:
- Ability to manage a retention portfolio with responsibility to grow/retain membership
- Ensure accurate and timely administration of the existing client renewals process (across multiple Health Shield products) to improve group retention and lapse rates
- Understand a client’s requirements and propose a tailored solution to meet these needs
- Working in partnership with New Business Sales Team to improve relationships & stakeholder service to an assigned portfolio of intermediary partners
- To deliver Broker/Client/Employee presentations virtually/f2f where required
- Develop & analyse data to determine clients to target
- Maintain good relationships with new / existing clients & keeping in regular contact
- Present propositions of Health Shields products to new & existing clients, promoting the advantages of these in comparison to competitors and cross / upsell where applicable
- To understand Broker/Brokerage segmentation to help best utilise time, to maximum effect
- Working with the Sales Team to ensure an appropriate level of knowledge is obtained to provide a good level of service to stakeholders
- Contact with companies & brokers by telephone, post and email as required in line with agreed SLA’s
- Ensuring CRM/Dynamics 365/ Nav databases are updated & interactions logged
- Work National Retention & Growth Manager to provide a report on areas including performance, sales figures, forward planning, competitor intelligence and any key issues or recommendations for consideration
- To submit timely & accurate expenses / mileages submissions in line with the Society’s Expenses Policy
- To plan diaries in advance in line with strategic sales plan
- To ensure all company property is kept in good condition and full working order
- To take ownership in continuous professional development & attend training relevant to the role
- To ensure all e-learning modules are completed successfully
- To adhere and comply with all the Society’s policies and procedures
- Performing any other duties as specified from time to time by the National Retention & Growth Manager
Key Stakeholders:
- Sales Department & Health Shield Wellbeing (HSWB)
- Marketing, Propositions, HR, Compliance, Pricing & Underwriting, Credit & Billing, Claims Department
- Executive & Management Team
- Existing Accounts
- Brokers / Intermediaries & client representatives
About You:
To be successful in this role you will need to have a have the following skills, knowledge & qualifications:
- Proven track record of a strong sales performance and ability to achieve targets
- Experience in sales & customer service role
- Possess strong communication skills both written & verbal with excellent presentation skills
- Strong phone presence and experience of high call volumes
- Passionate brand awareness & product knowledge
- Able to work with minimal supervision and work accurately, even under pressure
- Confident, high energy, self-motivated and a true team player
- Ability to understand and articulate value to a customer
- Well-organised, with a high attention to detail and ability to prioritise
- Strong administrative skills
- Proficiency with MS Office
- Experience with web presentation tools
- Experience with working with CRM platforms
- Educated to GCSE or A level standard (including a minimum of GCSE C or equivalent in English and Maths)
Desirable
- Previous account management experience
- A Chartered Institute Insurance (CII) Qualification
About Health Shield:
Health Shield is a regulated Insurance provider and is one of the leading companies in the Health Cash Plan market. Our Cash Plan products allow our Customers (and their staff) to claim for routine medical expenses – dental treatment, glasses, physio and are increasingly being seen as a key employee benefit. Our purpose is to help people lead healthier, happier lives and our people are key in achieving this. Our people goal is to create an environment where they are empowered, motivated, strive for excellence and conduct themselves with integrity.
Our values
Our four values are the principles we live by, who we are and define our culture. We bring these to life every single day in all we do
- Customer Focused – Putting customers at the heart of everything we do and doing our very best to exceed customer expectations
- Straightforward – Making sure we keep it simple, open and honest
- Professional – Having the right attitude, delivering to a high standard and having the right knowledge and competence to do your job properly
- Responsible – Acting with trust, dignity, respect, being reliable and accountable for everything we do
Financial Conduct Authority Code of Conduct Rules
- Rule 1: You must act with integrity
- Rule 2: You must act with due skill, care and diligence
- Rule 3: You must be open and cooperative with the FCA, the PRA and other regulators
- Rule 4: You must pay due regard to the interests of customers and treat them fairly
- Rule 5: You must observe proper standards of market conduct
- Rule 6: You must act to deliver good outcomes for retail customers.
Job Types: Full-time, Fixed term contract
Contract length: 9 months
Pay: £28,000.00-£36,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: Hybrid remote in Crewe CW1 6HS
