The client management team deals with prospects and clients, managing their employee risk and healthcare benefit policies via telephone, primarily for clients with smaller policies or those who do not require face-to-face meetings.
The purpose of the account manager is to maintain an existing client portfolio, handle new business inquiries, and actively seek growth opportunities by selling new products to existing and new clients of Willis Towers Watson.
The account manager must service their existing client portfolio to minimize lapses, ensure client satisfaction for policy renewals, and maximize the range of products sold, achieving the annual business plan.
The Role
As an SME Employee Benefits Consultant, your responsibilities include:
* Conducting monthly pre-renewal, renewal, and mid-term calls with clients to secure contract renewals.
* Issuing market reviews and making recommendations based on client needs to provide best advice and ensure regulatory compliance.
* Identifying and maintaining contact with key decision-makers within each client.
* Understanding and adhering to all compliance and regulatory requirements, including complaints processes, FCA, FOS, DPA, and TCF.
* Generating sales leads proactively.
* Assessing products and services to meet client requirements, providing advice, and enhancing service standards.
* Using client calls to gather data, identify business development opportunities, and increase income through new contracts.
* Establishing and maintaining good relationships with insurers and providers.
* Staying updated on market developments and legislative changes.
* Completing data entry accurately in the Microsoft Dynamics CRM system.
The Requirements
* Proven success in a similar role, with industry knowledge being advantageous.
* Flexibility, adaptability, and excellent interpersonal skills.
* Ability to work independently, under pressure, and meet deadlines.
* Strong research, analysis, and presentation skills.
* Target-driven, tenacious, motivated, and enthusiastic.
* High standards of work, with good communication skills and IT proficiency.
* Trustworthiness, confidentiality, and customer needs understanding.
* Effective selling skills for Willis Towers Watson products.
* Excellent time management and organizational skills.
* Attention to detail, decision-making skills, and adaptability.
* Team-oriented with good commercial awareness.
We are an equal opportunity employer committed to diversity and inclusion. For accommodations or support during the application process, please contact candidate.helpdesk@willistowerswatson.com.
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