My client based in Kimbolton are current recruiting for an Account Manager with a Financial Services background to join their team on a full-time permanent basis. Offering some hybrid and flexible working for the right candidate and a salary of up to £28,000 depending on your experience.
This is a non advising role but we are looking for someone who has experience or has worked as/in Pensions, Mortgage Advisor or Financial services.
The Person:
· Communicate effectively with people at all levels.
· Lead by example
· A high level of commitment to their role and the Company
· A willingness to support team members
· Maintain high standards of work and a positive attitude at all times
· Understand Company direction and goals and a commercial awareness of targets, business focus, and sales campaigns in progress
· Retain a knowledge of products arranged by the Company
· A high level of customer service and a proactive approach to Company systems and procedures
Skills and Knowledge:
· High level of Customer Service
· Excellent telephone manner
· Good organisational skills
· Professional business manner
· Proactive approach
Core Tasks:
· Support for the EB Adviser
· Basic admin duties on behalf of the Adviser including; control of Adviser diary, appointment scheduling and associated preparation for new/existing/Group clients
· Liaising with Researcher and other team members when distributing work
· Researching new business opportunities
· Scanning and filing using electronic filing system
· Data Entry
· Arrange Group Risk Renewal annually
· Process New Group Member applications
· Liaise with Employer / Employee in respect of any queries or updates
· Up to date knowledge of employee benefits available, underwriting limits, and CIC benefits
· Other ad hoc duties as the role evolves
If you have the skills and experience listed above please send your CV to (url removed) or call (phone number removed)