Telephone Account Manager in Huddersfield

If you’re passionate about supporting intermediaries, driving sales, and being part of a dynamic and growing team, we encourage you to apply for this role with Omni Protect! We are looking for an experienced customer service professional to join our telephone account management team. You will have a working knowledge of the protection sector (including health insurance) and have worked with advisers along with having a passion for delivering a great service.

Omni Protect is the UK’s largest protection club, supporting over 4,000 directly authorised firms with a bold mission: to simplify protection advice, elevate quality, and improve client outcomes across the financial services industry.

Role overview

In essence, you will be working in a team who provide a one-stop shop for intermediaries with protection questions. Most queries will come in via inbound calls and the role is a great training ground for aspiring protection account managers.

Who we’re looking for

The ideal candidate will use a range of interpersonal styles and communication methods to gain acceptance of ideas and negotiate verbal agreements with a panel of accounts. You will be driven to make a positive difference for both Omni Protect and its members.

Key Responsibilities

• Account Management: Maintain and grow relationships with a portfolio of advisers, providing regular support and promoting Omni Protect propositions.
• Sales & Promotion: Communicate the value and distinct benefits of Omni Protect’s protection proposition to advisers, driving increased business and ensuring sales targets are met.
• Client Engagement: Use telephony, social media, online presentations, and email marketing to engage advisers and maximize sales opportunities.
• Influence: Use strong communication skills to negotiate agreements and deliver best outcomes with advisers.
• Strategic Contributions: Actively contribute to Omni Protect’s protection sales targets and volume targets through strategic account management.
• Data Analysis: Use data to analyse account performance, identify growth opportunities, and make informed business decisions.
• Technology & Referral Enablement: Develop a strong understanding of Omni Protect’s technology solutions and referral pathways, and confidently engage with members to identify opportunities, generate leads, and promote the most suitable referral options.

What you’ll need to succeed

Experience

• Protection Expertise: Previous experience in financial services sales, particularly in the protection sector, is desirable.
• Telephone Customer Service: within financial services.
• Sales: Demonstrable experience in a sales environment, particularly within financial services and the protection market.

Skills

• Communication Skills: Strong verbal and written communication, with excellent networking and collaboration skills.
• Analytical Thinking: Adept at analysing and interpreting data to support decision-making and optimise business outcomes.

Approach to work

• Professional Development: A commitment to continuing your development with professional exams, with a minimum requirement of R01 & R05 (or equivalent qualifications).
• Enthusiastic: Curious and passionate.
• Highly Professional: Always striving to deliver exceptional customer experience.
• Collaboration: A strong team player.
• Initiative: Demonstrates ability to take ownership of tasks, rolls sleeves up.

Location

This is a remotely based role but if you like working from the office, you could work from our Huddersfield HQ from time to time.

Right to work

Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.