Internal Account Manager
Brampton Recruitment Ltd
Job Description:
- As the Internal Account Manager you will manage a retention portfolio with responsibility to grow/retain membership
- Ensure accurate and timely administration of the existing client renewals process (across multiple products) to improve group retention and lapse rates
- As the Internal Account Manager you will understand a client's requirements and propose a tailored solution to meet these needs
- Working in partnership with New Business Sales Team to improve relationships & stakeholder service to an assigned portfolio of intermediary partners
- As the Internal Account Manager you will deliver Broker/Client/Employee presentations virtually/f2f where required
- Develop & analyse data to determine clients to target
- As the Internal Account Manager you will maintain good relationships with new / existing clients & keeping in regular contact
- Present propositions of products to new & existing clients, promoting the advantages of these in comparison to competitors and cross / upsell where applicable
- As the Internal Account Manager you will understand Broker/Brokerage segmentation to help best utilise time, to maximum effect
- Working with the Sales Team to ensure an appropriate level of knowledge is obtained to provide a good level of service to stakeholders
- As the Internal Account Manager you will contact with companies & brokers by telephone, post and email as required in line with agreed SLA's
- Ensuring CRM/Dynamics 365/ Nav databases are updated & interactions logged
- Work National Retention & Growth Manager to provide a report on areas including performance, sales figures, forward planning, competitor intelligence and any key issues or recommendations for consideration
- To submit timely & accurate expenses / mileages submissions in line with the Expenses 10Policy
- As the Internal Account Manager you will plan diaries in advance in line with strategic sales plan
- To ensure all company property is kept in good condition and full working order
- To take ownership in continuous professional development & attend training relevant to the role
- To ensure all e-learning modules are completed successfully
- To adhere and comply with all the policies and procedures
- Performing any other duties as specified from time to time by the National Retention & Growth Manager
- Previous experience working as an Account Manager, Internal Account Manager, Customer Account Manager, Sales Development, B2B Retention or similar role is essential
- Ideally a background in Financial Services or Insurance would be highly preferred
- Proven track record of a strong sales performance and ability to achieve targets
- Possess strong communication skills both written & verbal with excellent presentation skills
- Strong phone presence and experience of high call volumes
- Passionate brand awareness & product knowledge
- Able to work with minimal supervision and work accurately, even under pressure
- Confident, high energy, self-motivated and a true team player
- Ability to understand and articulate value to a customer
- Well-organised, with a high attention to detail and ability to prioritise
- Strong administrative skills
- Proficiency with MS Office
- Experience with web presentation tools
- Experience with working with CRM platforms
- Educated to GCSE or A level standard (including a minimum of GCSE C or equivalent in English and Maths)
This role would suit candidates with the following experience: Account Manager, Internal Account Manager, Customer Account Manager, Sales Development, B2B Retention, Internal Sales or similar
Hours: Monday - Friday 8:00 am - 4:00 pm or 9:00 am – 5:00 pm
Salary: £28,000 - £36,000 DOE + Bonus
Brampton Recruitment are an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire and Cheshire regions.
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