Background
This role is primarily home-based but would need to be able to access the Leeds office at least twice a week and the Tunbridge Wells office twice per month. Company car provided.
The role
Responsible for the development of a portfolio of Corporate Intermediaries to include the retention of existing flat rate accounts and new business quote opportunities.
Taking ownership of all flat rate queries relevant to the intermediary and utilising the expertise from within the business to meet needs and requirements.
Face to face meetings with each intermediary on a regular basis.
Supporting internally account managed portfolio within the Leeds office on an as required basis and acting as an escalation for 'at risk' groups, which may involve face to face appointments.
Ongoing liaison with SME/Individual colleagues to ensure common working protocols. Setting and agreeing Intermediary account plans and ensuring all PPP proposition developments are shared.
The Individual will need to have knowledge of a sales environment, exposure to client meetings, new business pitches, and sales experience preferred.
A strong knowledge of the PMI business is also required.
You will be expected to demonstrate good communication and organisation skills, numeracy along with the ability to handle pressure and prioritise workloads.
Working as part of a team, building strong relationships and understanding how the company values align with their business will be a key requirement.
Industry & Product Knowledge
Experience of Account Management is essential within this role to understand the clients and intermediaries perspective.
The job holder must fully understand and appreciate the complexities of account management of flat rate corporate clients, the PMI market, competitors, and the management of a large portfolio.
In order to be able to provide support and guidance, and to be able to drive efficiencies and strategic direction, the job holder must maintain a good working knowledge of PMI and Non-PMI products and ensure they are up to date with new market information.
Relationship Management
Establish strong relationship with Clients and Intermediaries acting as focal point for their issues not handled by the Sales Advisers. Understand issues of other areas of the business and understand limitations on delivery and timescale. Support the development of the team in building an understanding of relationship management (both internally and externally), outlining the benefits of supportive relationships.
Best Practice/Compliance
To ensure all actions are carried out in accordance with the departments procedures and protocols (best practice). Ensure they comply with FSA, Data Protection and Medical Confidentiality regulations at all times, highlighting any areas of possible breach. Ensure all activity within the team, is in line with the ICOB rules and guidance in respect of the selling and administration of general insurance products, as well as company PPP healthcare's internal polices and procedures. Ensure any complaint received from the client or intermediary has an appropriate response issued accordingly liaising with the internal Sales Adviser as appropriate.
Skills, knowledge and behaviour
1. Relationship/Account Management
2. Customer Focus
3. Team Working
4. Working Across Functions
5. Flexibility / Judgement
6. Professionalism
7. Negotiation skil
