Our leading Financial Services Sector Client are seeking an experienced Account Manager as they continue to enjoy rapid growth and continue to integrate recent corporate acquisitions.
The Account Manager will be responsible for providnge a primary point of contact for support, technical administration assistance and general relationship management to brokers and sales force. The role also offers the opportunity to attend corporate events, which is key in building relationships internally and externally within the industry.Duties will include:
Provide support and assistance to the sales force and brokers on processes and operational procedures
Provide training, meetings and presentations over Zoom/Teams when required
Establish and maintain strong relationships with brokers and sales in order to identify their needs and work out how the business can best meet their requirements
Ensure that work is prioritised accordingly
Effectively manage broker and staff relationships, promptly and efficiently
Take responsibility to ensure queries received into the team are dealt with in a timely manner, either by you or another department
Effectively solve problems and clearly communicate with relevant parties
Regularly review the pipeline report, suggest and implement ways of improving efficiency of achieving clean new business applications
Deliver on the promise of providing the ultimate customer experience and embracing company behaviours and culture
Compilation and analysis of sales reports to managers
Entertaining brokers on office visits and trips to the island
The ideal candidate for the role of Account Manager will have:
A Minimum of 2 years' experience in an insurance or financial services role
Ability to work on own initiative or as part of a team and be able to cope under pressure to meet tight deadlines
Excellent oral, analytical and written communication skills
Strong listening and questioning skills
Ability to effectively manage customer and staff relationships, promptly respond to queries whilst ensuring promises are kept expectations are managed
Desirable:
It would be beneficial but not essential to have an understanding of the Insurance (Anti-Money Laundering) Regulations 2008 and knowledge of Customer Due Diligence requirements in line with the Isle of Man Financial Services Authority AML/CFT Requirements and Guidance
