NO COLD CALLING.
You will be a non-pushy individual with clients but knowing how to close the deal and find their solution to service them for the next year minimum. My client has an amazing culture where the team has long-standing management and members of staff who have become very knowledgeable through continuous internal and external training to ensure they are keeping up to date with FCA regulations and legislations, as well as new products coming to the team. Day to Day Responsibilities of the Account Manager:
Registering new and lapsed client details onto the internal system ensuring you are gaining correct identification and information. Presenting correct details of the individuals to third parties to gain the perfect solution for them. Being honest with clients if you cannot help them at that point due to certain requirements but building a good relationship with them for possible future business. Managing lapsed clients, web inquiries, inbound calls from new clients, and those who have signed up to the website with my client and engaging with them to understand their needs. Completing roughly 50-60 quotes a week and trying to convert these into closing the deal but not being too pushy. Delivering fantastic customer service to client inbound inquiries and passing them onto relevant teams based on clients' needs. Adhering to FCA regulations and producing documentation for clients to ensure all businesses are protected and reading certain scripts due to the nature of the business. Identifying vulnerable clients and giving them as much support as possible to meet their needs. Meeting targets and KPIs which can differ per month depending on holiday, sickness, and warm leads accessibility. Requirements of the Account Manager:
Previous experience of working within the financial services industry such as banking, pensions, insurance, investments, debt recovery, etc. Experience of delivering fantastic customer service via phone and email. Experience of reaching KPIs, which could include call numbers, booking appointments, meeting call quality, etc. Good numerical skills. Team player. Strong attention to detail. Longevity in your previous roles. Reliable in punctuality, loyalty, teamwork, and positivity. If you are interested in this Account Manager opportunity, please reach out to El on (phone number removed) opt 2 or hit apply!
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