Commercial Account Manager
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* The primary objective of this role is to manage commercial accounts effectively, working closely with an account director to develop and maintain a strong portfolio of clients.
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Sales and Activity Management:
* Responsible for identifying and meeting the insurance needs of clients, including securing renewals, handling mid-year alterations, and claims management in accordance with established protocols and procedures.
* Achieve individual income targets by providing exceptional customer service and consistently delivering results-driven solutions.
* Collaborate with Account Directors to provide comprehensive support to clients, addressing their queries and requirements as needed.
* Meet sales targets through proactive upselling and cross-selling strategies, ensuring alignment with client goals and objectives.
* Adhere to agreed-upon processes and procedures in all aspects of the role.
* Maintain accurate records of aged debt and premium collection, ensuring timely resolution of any discrepancies.
* Comply with all audit requirements, guaranteeing transparency and accountability in financial transactions.
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Customer Relationship Management:
* Foster strong, trust-based relationships with clients by actively listening to their needs, sharing valuable insights, and consistently meeting expectations.
* Proactively address customer concerns related to inquiries, quotes, and other services, resolving issues promptly and efficiently.
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Customer Service:
* Maintain a professional image at all times, ensuring that customer interactions meet or exceed industry standards.
* Deliver high-quality work products with precision and attention to detail, upholding the company's reputation for excellence.
* Respond to customer requests and inquiries in a timely, courteous manner, demonstrating expertise and knowledge in the field.
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Team Collaboration:
* Work closely with designated Account Directors to ensure seamless integration of services and delivery of exceptional client experiences.
* Collaborate effectively within the team to cater to diverse customer needs, driving collective success and achievement of shared goals.
* Contribute to the attainment of monthly and yearly targets through collaborative efforts and strategic planning.
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Compliance:
* Partner with compliance teams and managers to guarantee adherence to prescribed standards in file documentation and record-keeping practices.
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Requirements:
* Possess a minimum APA qualification, with a strong inclination towards pursuing CIP certification.
* Demonstrate excellent interpersonal skills, facilitating effective communication within the team and with external stakeholders.
* Exhibit a positive attitude, displaying adaptability and resilience in response to changing circumstances.
* Display meticulous attention to detail, ensuring accuracy in work output and compliance with regulations.
* Manage competing deadlines and prioritize tasks efficiently, allocating resources effectively to achieve optimal results.
* Demonstrate sound technical knowledge and product awareness, staying informed about industry developments and best practices.
* Remain composed under pressure, adjusting to unexpected events while maintaining flexibility and professionalism.
* Utilize structured time and resource management techniques to maximize productivity and efficiency.
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Person Specification:
* Possess a CIP qualification (preferable).
* Demonstrate proficiency in utilizing Open I (advantageous).
* Excel in Office applications, including Outlook, Word, and Excel.
* Exhibit friendly and assertive communication skills, especially in phone interactions.
* Show ability to establish strong relationships with insurers and clients alike.
* Express willingness to continuously learn and grow professionally.
* Demonstrate a strong work ethic, aligning with company values and principles.
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