ACCOUNT MANAGER 2

MAIN DUTIES & RESPONSIBILITIES

Prospecting

1. Increase portfolio by promoting products and services based on established performance targets.
2. Convene meetings with potential clients/brokers to discuss proposal details.
3. Review proposal requests and submit to underwriting team for pricing based on established guidelines/timelines.
4. Submit approved proposals to brokerages/clients based on agreed timelines.
5. Action direct requests for proposals.

Building and Maintaining Relationships – Portfolio/Account Management

1. Schedule Routine service visits to clients and brokers.
2. Assist with monthly renewal of groups
3. Manage client/broker database, by ensuring that changes are provided to update the records.
4. Conduct service level surveys among brokers/clients and implement strategies that result in improvement where necessary.
5. Provide feedback to VP regarding new products and services.
6. Conduct live presentations with clients/brokers as necessary.
7. Monitor service level agreements to ensure company compliance and inform VP of deviations.
8. Assist with the delivery of health cards and life certificates, particularly for new groups and renewal groups.

Administration & Customer Service/Support

1. Ensure that all relevant client information is gathered and up to date.
2. Conduct training sessions for brokers/clients as needed.
3. Update Profile page and Portal with new business and renewals or any other change to benefits or rates
4. Ensure that benefit schedules are accurate and placed on the requisite drive
5. Assist with the checking of monthly billings for new groups and renewal groups
6. Assist with collection of outstanding premiums.
7. Act as main liaison for clients/brokers to resolve any service issues reported
8. Establish and maintain a good working relationship with internal stakeholders to ensure that client service level agreement target is met.
9. Any other reasonable duties assigned to achieve the overall objectives.