Account Manager in Cheshire, Crewe

A fantastic opportunity for an Internal Account Manager to join a vibrant business within Financial Services on a contract for 9-12 months. As the Internal Account Manager, you will be responsible for the development of business relationships and increased revenue growth in line with sales strategies to meet annual targets.

Job Description:

• 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.
• Understand a client’s requirements and propose a tailored solution to meet these needs.
• Work in partnership with the New Business Sales Team to improve relationships and stakeholder service to an assigned portfolio of intermediary partners.
• Deliver Broker/Client/Employee presentations virtually/f2f where required.
• Develop and analyse data to determine clients to target.
• Maintain good relationships with new/existing clients and keep in regular contact.
• Present propositions of products to new and existing clients, promoting the advantages of these in comparison to competitors and cross/upsell where applicable.
• Understand Broker/Brokerage segmentation to help best utilise time to maximum effect.
• Work with the Sales Team to ensure an appropriate level of knowledge is obtained to provide a good level of service to stakeholders.
• Contact companies and brokers by telephone, post and email as required in line with agreed SLA’s.
• Ensure CRM/Dynamics 365/Nav databases are updated and interactions logged.
• Work with the National Retention & Growth Manager to provide a report on areas including performance, sales figures, planning, competitor intelligence and any key issues or recommendations for consideration.
• Submit timely and accurate expenses/mileage submissions in line with the Expenses Policy.
• Plan diaries in line with the strategic sales plan.
• Ensure all company property is kept in good condition and full working order.
• Take ownership in continuous professional development and attend training relevant to the role.
• Ensure all e-learning modules are completed successfully.
• Adhere to and comply with all the Society’s policies and procedures.
• Perform any other duties as specified from time to time by the National Retention & Growth Manager.

Candidate Requirements:

• 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 and verbal with excellent presentation skills.
• Strong phone presence and experience with high call volumes.
• Passionate brand awareness and 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 close attention to detail and ability to prioritise.
• Strong administrative skills.
• Proficiency with MS Office.
• Experience with web presentation tools.
• Experience 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 is commutable from: Crewe, Stoke on Trent, Newcastle under Lyme, Kidsgrove, Keele, Nantwich, Shavington, Alsager, Madeley, Woore, Radway Green, Middlewich, Northwich, Holmes Chapel, Sandbach and surrounding areas.

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, Cheshire, and the Greater Manchester region.