Account Manager
Towergate
Southampton, GB
1d ago

The company

Towergate Health & Protection is an award winning independent intermediary specialising in health, protection and wellbeing.

Our team of dedicated expert consultants support more than 15,000 businesses and over 50,000 individual customers worldwide to ensure they have the right solution for them.

We are committed to providing our customers with expert advice, and we’re delighted to have achieved industry recognition for this.

We were immensely proud to be crowned Adviser of the Year for an unprecedented third consecutive year at the Health Insurance & Protection Awards 2021, and we achieved Gold accreditation from the Investor in Customers (IIC) assessment in 2021 in recognition of our service excellence and our commitment to understanding and meeting the needs of our customers.

Our people are key to the continued success of our business. As a result we provide an inclusive, dynamic working environment where development and opportunity go hand in hand.

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

Our culture and values

Our Account Managers are a key part of our business, speaking to our customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain their loyalty.

We strive to provide a market-leading customer experience, and that’s driven by you.

Our people share a common mindset that sets us apart. Our Account Managers are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners.

Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner.

You will be joining an established, friendly and experienced team who will be able to provide support in order for you to succeed within your role.

Responsibilities

  • Successful management of a personal small / mid range client portfolio to deliver personal New Business and Renewal Retention Rate targets
  • Operate in accordance with the company’s Sales Quality standards at all times, to deliver high quality outcomes for customers.
  • Promoting add on products and dealing with new business enquiries.
  • Building a working relationship with clients and insurers.
  • Develop and maintain an understanding of the PMI market, products and regulation attending insurer training as necessary.
  • Effectively negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.
  • Input notes on all business, new / retention into database on a daily basis.
  • Liaise with other team members providing additional support where required.
  • Ensure relevant paperwork is on file to ensure compliant process is complete.
  • Essential criteria

  • Experience within the Financial Services / General Insurance market / Private Medical Insurance experience preferable.
  • Experience in relationship building with Insurers / Providers, Clients and Account Managers preferable.
  • Experienced in using Microsoft Office Programs.
  • Cert CII IF7, or willingness to study towards qualification.
  • Customer service background / experience
  • Strong numeracy and literacy skills
  • Effective verbal and written communication skills
  • Personable telephone manner
  • Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners
  • Well organised and able to respond well under pressure and meeting deadlines
  • Working well as part of a team as well as being able to work for periods using own initiative
  • Copes well with change, internally within the business and externally within the market
  • Efficient and Reliable
  • What do we offer in return?

    We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company.

    Diversity and inclusion

    Here at Towergate Health & Protection we strive to be a diverse and inclusive workplace. We treat all our colleagues, candidates, customers and insurer partners equally, fairly and respectfully.

    Come and be a key part of a market-leading, fast-growing company.

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