Corporate Account Manager Role at BDHL

Job description

Job purpose summary:

  • To effectively execute the renewal process for Health, Wellbeing & Group Protection schemes/policies.
  • To assist in the renewal and review of Individual policies when required by the COO.
  • To effectively manage the needs and demands of a client portfolio.
  • To effectively maintain a high level of customer service at all times to achieve 100% client retention.
  • To effectively build, develop and maintain meaningful business relationships with Clients, Providers & Colleagues.
  • To meet retention performance and sales targets and behaviour expectations as set by the COO.

Key responsibilities and accountabilities:

  • Perform the annual renewal of a policy/scheme in line with the BDHL process.
  • Maintain effective client relationships throughout the course of the year.
  • Grasp a full and detailed understanding of the differences between Provider, Product & Service
  • Be responsible for the overall service delivery for your clients
  • Conduct business in a compliant manner.
  • Maintain good and respectful working relations with Clients, Providers & Colleagues.
  • Attend client visits when required and dictated by the BDHL process; both supervised and un-supervised.
  • Maintain effective working relationship with insurer/provider partners.
  • Responsibly maintain the necessary high level of competency to advise on the appropriate insurance services to clients and provide evidence of this.
  • Effectively liaise with your Client Coordinator in all matters to ensure they are fully aware of what is going on for each client and their role within this.
  • Provide accurate and appropriate advice to clients

CV’s and Covering letter to be sent to the COO Caroline Shepherd, cshepherd@bdhl.co.uk