Telephone Account Manager (200315)

  • Location: Gloucester
  • Duration: Permanent
  • Working hours: 35 hours a week, Monday to Friday
  • Application end date: 10/09/21

About the role

Pro-actively managing and developing Broker relationships within the panel to generate sustainable, profitable growth through new business wins and retention of existing business. Achieved by delivering a high quality sales process and acting as the first point of contact in telephone based broker development.

Key accountabilities

Acting within Ecclesiastical risk appetite: target, win and retain business in our core market sectors and across our distribution channels, delivering profitable growth in line with plan through:
  • Building and maintaining a successful contact strategy for each Broker, ensuring key stakeholders/decision makers are identified
  • Broker profiling to maximise niche and scheme opportunities 
  • Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity
  • Growing the CRM pipeline by prospecting and proactively engaging with the TAM broker panel 
  • Driving profitable new business growth and actively managing the renewal process in line with agreed targets  
  • Work proactively with colleagues in the technical support functions (particularly Underwriting) to deliver exceptional service to our brokers, effective risk selection and profitability of business underwritten
  • Utilise cross selling opportunities for EIO, and the wider group

Key performance indicators

  • CRM – to evidence delivery against agreed activity levels.
  • Deliver and exceed key financial metrics including GWP, New Business targets
  • Delivery of enquiry and conversion rate targets and performance of business underwritten 

Knowledge, skills and experience

  • Excellent Telephone Manner 
  • Strong verbal and written communication skills
  • Analytical and business management capabilities
  • Market, Industry and Company knowledge 
  • A proven track record of delivering exceptional customer service 
  • Appropriate IT skills
  • Experience of effective stakeholder management within a commercial environment
  • Minimum of 5 GCSE’s including Maths and English at grade C or above or equivalent