Customer Account Manager - Financial Services
Based in Southampton
£££Salary Depending on Experience + Bonus, Commission & Benefits!!
Full Time - Monday to Friday - 9am to 5pm
Dynamite Recruitment is delighted to represent this corporate client in recruiting a Customer Account Manager to join their Southampton based team. This company work nationwide and they are a market leader in their industry, as well as being one of the largest companies to provide this type of product.
- Looking after and managing a portfolio of customers, discussing their policy renewal or any other questions or queries they may have
- Working towards retaining as many customers policies as possible
- Contacting customers to talk through renewal terms and alternative or revised quotes
- Upselling and cross selling products & services where possible and appropriate to ensure maximum revenue generation
- Handling any new business enquiries and setting up new customer policies on the system
- Building and maintaining customer and client relationships
- Supporting with market reviews, new business enquiries and transfers from other departments
- Adhoc project and administration work
The Ideal Candidate:
- Will have previous customer services & account management experience from a financially regulated or financial services organisation such as insurance, banking, investments or claims!!! Any PMI or Health Insurance experience would be a HUGE advantage!
- You must have confident skills in Word & Excel and strong general IT skills
- Must have the ability to work under pressure and to tight deadlines and monthly/quarterly targets
- Needs to have effective communication skills. both written & verbal
- Will need to have the ability to build effective and long lasting relationships and the want to retain customers business
- Will be able to identify and deliver alternative solutions and encourage customer retention wherever possible
- Will need to be sales minded and comfortable up selling and cross selling
This is fantastic opportunity for an experienced Customer Account Manager looking for that next step in their career. The company offers amazing benefits, career progression opportunities, a competitive salary structure and plenty of performance related bonuses!
For more information, please contact Abby Neal at Dynamite Recruitment or apply now!!
Key Words: account manager, account management, financial services, insurance, banking, claims, investments, FCA, PMI, medical, health, life, personal lines, sales, retention, customer services, upselling, cross selling, telephones, office based, relationship manager, policies, retention, renewals, advisor, executive, representative,
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.