Telephone Account Manager (2227)

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

Key accountabilities

  • Ensure all new enquiries/FD’s are acting within Ecclesiastical risk appetite: target, win and retain business in our core market sectors, delivering profitable growth in line with plan through:
  • Prospecting, including utilising and growing CRM pipeline
  • Delivering well qualified insightful leads to the wider sales force
  • Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity
  • Delivering a high quality sales process to own FD panel
  • Driving profitable new business growth
  • Meeting new business targets
  • Proactively engage FD community using CRM pipeline
  • Build and maintain a successful contact strategy for each FD ensuring key stakeholders/decision makers are identified
  • Profile FD’s to maximise opportunities for the wider sales force
  • Utilise cross selling opportunities for SEIB and the wider group 
  • Act as the first point of contact for telephone based Broker development, triage cases and enquiries to establish the right contact within the sales force.
IAR
  • Engaging promptly with FD leads on new funeral plans
  • Contacting customers and arranging funeral plans, following agreed process for doing so
  • Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity
  • Delivering a high quality service, engaging between FD’s and customer to ensure delivery of funeral plans
  • Meeting funeral planning targets from IAR panel

Knowledge, skills and experience

  • Minimum of 5 GCSE’s including Maths and English at grade C or above or equivalent experience
  • Qualified within FS wider market ACII/CEMAP/FPC/DIP or similar
  • Experience of funeral planning market or closely aligned within financial services
  • Watson Glaser 40th percentile or above (will be tested)
  • Market, Industry and Company knowledge 
  • A proven track record of delivering exceptional customer service 
  • Appropriate IT skills (will be tested)
  • Strong verbal communication skills
  • Experience of acting as a coach within a commercial environment
  • Experience of effective stakeholder management within a commercial environment