Description
The client management team deals with prospects and clients, managing their employee risk and healthcare benefit policies via telephone. Typically, clients have smaller policies or prefer remote interactions without face-to-face meetings.
The purpose of the account manager is to maintain an existing client portfolio, handle new business inquiries, actively seek growth opportunities, and sell new products to both existing and new clients of Willis Towers Watson.
The account manager must service their portfolio to minimize lapses, ensure client satisfaction for policy renewals, and maximize product sales to meet the annual business plan.
The Role
As an SME Employee Benefits Consultant, you will need to:
* Conduct pre-renewal, renewal, and mid-term calls with existing clients to secure contract renewals.
* Issue market reviews with recommendations based on client needs, ensuring regulatory compliance.
* Identify key decision-makers within each client and maintain regular contact.
* Understand compliance and regulatory requirements, including complaints process, FCA, FOS, DPA, and TCF.
* Generate sales leads proactively.
* Assess and recommend suitable products and services, ensuring regulatory compliance and high service standards.
* Use client calls to gather data, identify business development opportunities, and increase income from each client.
* Establish and maintain good relationships with insurers and providers.
* Stay updated on market developments and legislative changes.
* Accurately complete data entry in the Microsoft Dynamics CRM system.
Qualifications
The Requirements
* Previous experience and success in a similar role; knowledge of risk and healthcare insurance is advantageous.
* Flexibility and adaptability in tasks.
* Excellent interpersonal skills.
* Ability to work independently and under pressure.
* Strong research, analysis, and communication skills.
* Target-driven, motivated, and enthusiastic.
* High standards of work and presentation.
* Proficiency in IT software.
* Trustworthiness and confidentiality.
* Customer needs understanding and anticipation.
* Ability to sell Willis Towers Watson products effectively.
* Good time management and organizational skills.
* High literacy and numeracy, attention to detail.
* Decision-making skills and adaptability.
* Teamwork and commercial awareness.
Equal Opportunity Employer
We foster an inclusive, diverse workforce and are committed to equal employment opportunities. For accommodations during the application process, contact candidate.helpdesk@willistowerswatson.com.
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